CX Institutional
PAA icon

CX Institutional’s Plains All American Pipeline PAA Stock Holding History

CX Institutional’s Portfolio PAA Stock Details PAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$28K Hold
1,200
– – ﹤0.01% 1155
2026
Q2 		$27K Hold
1,200
– – ﹤0.01% 1103
2026
Q1 		$27K Hold
1,200
– – ﹤0.01% 1080
2025
Q4 		$22K Buy
+1,200
New +$20.4K ﹤0.01% 1094

Other funds holding PAA

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Spirit of America Management Corp
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

CX Institutional's PAA Position: Q3 2026 in Review

CX Institutional held its Plains All American Pipeline (PAA) position steady in Q3 2026 at 1,200 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

CX Institutional first reported a position in PAA in Q4 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

  • CX Institutional held 1,200 shares of Plains All American Pipeline worth $28K as of Q3 2026.
  • CX Institutional left its Plains All American Pipeline share count unchanged in Q3 2026.
  • Plains All American Pipeline made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1155 holding.
  • CX Institutional first reported a position in Plains All American Pipeline in Q4 2025 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.