Exencial Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

Exencial Wealth 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 Q1	$1.12M	Buy	50,048 +8,838	+21%	+$180K	0.03%	281
2025 Q4	$740K	Buy	41,210 +301	+0.7%	+$5.12K	0.02%	335
2025 Q3	$698K	Buy	40,909 +601	+1%	+$10.8K	0.02%	330
2025 Q2	$738K	Hold	40,308	–	–	0.03%	324
2025 Q1	$806K	Buy	40,308 +1	+0%	+$20	0.03%	306
2024 Q4	$688K	Hold	40,307	–	–	0.03%	328
2024 Q3	$700K	Buy	40,307 +1	+0%	+$18	0.03%	315
2024 Q2	$720K	Sell	40,306 -579	-1%	-$10.1K	0.03%	305
2024 Q1	$718K	Buy	40,885 +1	+0%	+$16	0.03%	309
2023 Q4	$619K	Buy	40,884 +107	+0.3%	+$1.63K	0.03%	316
2023 Q3	$625K	Buy	40,777 +473	+1%	+$7.09K	0.03%	272
2023 Q2	$568K	Sell	40,304 -3,400	-8%	-$44.9K	0.03%	280
2023 Q1	$545K	Buy	43,704 +1	+0%	+$12	0.03%	272
2022 Q4	$514K	Hold	43,703	–	–	0.03%	282
2022 Q3	$460K	Sell	43,703 -1,581	-3%	-$17.7K	0.03%	287
2022 Q2	$445K	Buy	45,284 +5,210	+13%	+$56.5K	0.03%	287
2022 Q1	$431K	Buy	40,074 +1	+0%	+$11	0.02%	303
2021 Q4	$374K	Hold	40,073	–	–	0.02%	354
2021 Q3	$408K	Buy	40,073 +22	+0.1%	+$219	0.02%	260
2021 Q2	$455K	Hold	40,051	–	–	0.02%	327
2021 Q1	$364K	Hold	40,051	–	–	0.02%	324
2020 Q4	$330K	Hold	40,051	–	–	0.02%	295
2020 Q3	$240K	Hold	40,051	–	–	0.01%	326
2020 Q2	$354K	Buy	40,051 +20,345	+103%	+$173K	0.03%	252
2020 Q1	$104K	Hold	19,706	–	–	0.02%	234
2019 Q4	$362K	Hold	19,706	–	–	0.06%	195
2019 Q3	$409K	Sell	19,706 -12,475	-39%	-$282K	0.09%	168
2019 Q2	$784K	Hold	32,181	–	–	0.18%	118
2019 Q1	$789K	Hold	32,181	–	–	0.19%	115
2018 Q4	$645K	Hold	32,181	–	–	0.17%	115
2018 Q3	$805K	Buy	32,181 +20,872	+185%	+$525K	0.19%	104
2018 Q2	$267K	Buy	+11,309	New	+$272K	0.07%	149
2015 Q3	–	Sell	-6,946	Closed	-$275K	–	146
2015 Q2	$275K	Sell	6,946 -2,652	-28%	-$127K	0.17%	91
2015 Q1	$490K	Buy	9,598 +1,702	+22%	+$84.5K	0.21%	101
2014 Q4	$405K	Buy	7,896 +4	+0.1%	+$212	0.18%	106
2014 Q3	$465K	Sell	7,892 -90	-1%	-$5.28K	0.21%	103
2014 Q2	$465K	Buy	7,982 +4	+0.1%	+$228	0.2%	104
2014 Q1	$449K	Buy	7,978 +4	+0.1%	+$210	0.19%	111
2013 Q4	$409K	Buy	7,974 +4	+0.1%	+$204	0.19%	105
2013 Q3	$412K	Buy	7,970 +4	+0.1%	+$214	0.19%	104
2013 Q2	$427K	Buy	+7,966	New	+$451K	0.21%	98

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Exencial Wealth Advisors's PAA Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Plains All American Pipeline (PAA) stake by 21% in Q1 2026, buying an estimated $180K and bringing the position to 50,048 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #281.

Exencial Wealth Advisors first reported a position in PAA in Q2 2013 and has held it in 41 quarters since. 411 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

Exencial Wealth Advisors held 50,048 shares of Plains All American Pipeline worth $1.12M as of Q1 2026.
Exencial Wealth Advisors bought 8,838 Plains All American Pipeline shares in Q1 2026, an estimated $180K.
Plains All American Pipeline made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #281 holding.
Exencial Wealth Advisors first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 41 quarters since.
411 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.