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Doliver Advisors’s Plains All American Pipeline PAA Stock Holding History

Doliver Advisors’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
Q2 		$397K Hold
17,848
– – 0.09% 144
2026
Q1 		$399K Sell
17,848
-100
-0.6% -$2.03K 0.09% 130
2025
Q4 		$322K Sell
17,948
-2,630
-13% -$44.7K 0.08% 147
2025
Q3 		$351K Sell
20,578
-200
-1% -$3.58K 0.09% 136
2025
Q2 		$381K Sell
20,778
-1,200
-5% -$20.9K 0.1% 127
2025
Q1 		$440K Sell
21,978
-450
-2% -$8.89K 0.12% 112
2024
Q4 		$383K Sell
22,428
-4,400
-16% -$76.6K 0.11% 120
2024
Q3 		$466K Sell
26,828
-900
-3% -$16.1K 0.13% 97
2024
Q2 		$495K Sell
27,728
-1,300
-4% -$22.7K 0.14% 92
2024
Q1 		$510K Sell
29,028
-500
-2% -$8.07K 0.14% 92
2023
Q4 		$447K Sell
29,528
-100
-0.3% -$1.53K 0.14% 94
2023
Q3 		$454K Hold
29,628
– – 0.14% 94
2023
Q2 		$418K Sell
29,628
-100
-0.3% -$1.32K 0.13% 111
2023
Q1 		$371K Sell
29,728
-200
-0.7% -$2.5K 0.12% 110
2022
Q4 		$352K Buy
29,928
+5,766
+24% +$68.3K 0.12% 103
2022
Q3 		$254K Sell
24,162
-1,050
-4% -$11.7K 0.09% 121
2022
Q2 		$248K Buy
25,212
+7,300
+41% +$79.2K 0.09% 134
2022
Q1 		$193K Hold
17,912
– – 0.06% 163
2021
Q4 		$215K Sell
17,912
-600
-3% -$6.03K 0.07% 145
2021
Q3 		$188K Sell
18,512
-250
-1% -$2.48K 0.06% 162
2021
Q2 		$213K Buy
18,762
+4,000
+27% +$41.1K 0.07% 133
2021
Q1 		$134K Hold
14,762
– – 0.05% 129
2020
Q4 		$122K Hold
14,762
– – 0.05% 130
2020
Q3 		$88K Sell
14,762
-100
-0.7% -$746 0.04% 153
2020
Q2 		$131K Buy
14,862
+3,064
+26% +$26.1K 0.06% 146
2020
Q1 		$95K Hold
11,798
– – 0.05% 146
2019
Q4 		$217K Sell
11,798
-400
-3% -$7.35K 0.09% 103
2019
Q3 		$228K Hold
12,198
– – 0.09% 94
2019
Q2 		$297K Sell
12,198
-300
-2% -$7.16K 0.12% 75
2019
Q1 		$306K Sell
12,498
-50
-0.4% -$1.18K 0.12% 70
2018
Q4 		$251K Buy
12,548
+300
+2% +$6.84K 0.12% 100
2018
Q3 		$306K Sell
12,248
-925
-7% -$23.3K 0.13% 101
2018
Q2 		$311K Buy
13,173
+700
+6% +$16.9K 0.13% 111
2018
Q1 		$275K Sell
12,473
-2,100
-14% -$46.2K 0.12% 164
2017
Q4 		$301K Buy
14,573
+1,500
+11% +$30.6K 0.12% 153
2017
Q3 		$277K Buy
13,073
+1,325
+11% +$30.7K 0.12% 163
2017
Q2 		$309K Buy
+11,748
New +$325K 0.15% 144

Other funds holding PAA

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Doliver Advisors's PAA Position: Q2 2026 in Review

Doliver Advisors held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 17,848 shares worth $397K. The position accounts for 0.09% of the portfolio, ranked #144.

Doliver Advisors first reported a position in PAA in Q2 2017 and has held it in 37 quarters since. The position peaked at $510K in Q1 2024. 82 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • Doliver Advisors held 17,848 shares of Plains All American Pipeline worth $397K as of Q2 2026.
  • Doliver Advisors left its Plains All American Pipeline share count unchanged in Q2 2026.
  • Plains All American Pipeline made up 0.09% of Doliver Advisors's portfolio in Q2 2026, its #144 holding.
  • Doliver Advisors first reported a position in Plains All American Pipeline in Q2 2017 and has held it in 37 quarters since.
  • Doliver Advisors's Plains All American Pipeline position peaked at $510K in Q1 2024.
  • 82 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.