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Gilpin Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Gilpin Wealth Management’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 		$2.66K Sell
112
-135
-55% -$3.29K ﹤0.01% 558
2026
Q2 		$5.5K Hold
247
– – ﹤0.01% 361
2026
Q1 		$5.52K Sell
247
-58
-19% -$1.18K ﹤0.01% 345
2025
Q4 		$5.48K Buy
+305
New +$5.18K ﹤0.01% 333

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
AC
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
DA
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
EA
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

Gilpin Wealth Management's PAA Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Plains All American Pipeline (PAA) stake by 55% in Q3 2026, selling an estimated $3.29K and leaving 112 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Gilpin Wealth Management first reported a position in PAA in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.52K in Q1 2026. 19 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

  • Gilpin Wealth Management held 112 shares of Plains All American Pipeline worth $2.66K as of Q3 2026.
  • Gilpin Wealth Management sold 135 Plains All American Pipeline shares in Q3 2026, an estimated $3.29K.
  • Plains All American Pipeline made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #558 holding.
  • Gilpin Wealth Management first reported a position in Plains All American Pipeline in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Plains All American Pipeline position peaked at $5.52K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.