Elevation Wealth Partners’s Plains All American Pipeline PAA Stock Holding History

Elevation Wealth Partners’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	$30	Hold	1	–	–	﹤0.01%	1338
2026 Q2	$28	Hold	1	–	–	﹤0.01%	1299
2026 Q1	$28	Hold	1	–	–	﹤0.01%	1070
2025 Q4	$22	Hold	1	–	–	﹤0.01%	950
2025 Q3	$20	Hold	1	–	–	﹤0.01%	862
2025 Q2	$21	Hold	1	–	–	﹤0.01%	472
2025 Q1	$23	Hold	1	–	–	﹤0.01%	481
2024 Q4	$19	Hold	1	–	–	﹤0.01%	487
2024 Q3	$19	Hold	1	–	–	﹤0.01%	465
2024 Q2	$19	Hold	1	–	–	﹤0.01%	497
2024 Q1	$19	Hold	1	–	–	﹤0.01%	463
2023 Q4	$16	Hold	1	–	–	﹤0.01%	430
2023 Q3	$16	Buy	+1	New	+$15	﹤0.01%	330

Other funds holding PAA

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Elevation Wealth Partners's PAA Position: Q3 2026 in Review

Elevation Wealth Partners held its Plains All American Pipeline (PAA) position steady in Q3 2026 at 1 share worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Elevation Wealth Partners first reported a position in PAA in Q3 2023 and has held it in 13 quarters since. 19 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

Elevation Wealth Partners held 1 share of Plains All American Pipeline worth $30 as of Q3 2026.
Elevation Wealth Partners left its Plains All American Pipeline share count unchanged in Q3 2026.
Plains All American Pipeline made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1338 holding.
Elevation Wealth Partners first reported a position in Plains All American Pipeline in Q3 2023 and has held it in 13 quarters since.
19 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.