GoalVest Advisory’s Plains All American Pipeline PAA Stock Holding History

GoalVest Advisory’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	$209K	Hold	9,399	–	–	0.04%	121
2026 Q1	$210K	Hold	9,399	–	–	0.04%	145
2025 Q4	$169K	Hold	9,399	–	–	0.03%	158
2025 Q3	$160K	Hold	9,399	–	–	0.03%	146
2025 Q2	$172K	Hold	9,399	–	–	0.04%	136
2025 Q1	$188K	Hold	9,399	–	–	0.05%	118
2024 Q4	$161K	Sell	9,399 -943	-9%	-$16.4K	0.04%	127
2024 Q3	$180K	Buy	10,342 +570	+6%	+$10.2K	0.05%	117
2024 Q2	$175K	Hold	9,772	–	–	0.06%	111
2024 Q1	$172K	Hold	9,772	–	–	0.06%	115
2023 Q4	$148K	Hold	9,772	–	–	0.07%	77
2023 Q3	$150K	Hold	9,772	–	–	0.08%	82
2023 Q2	$138K	Sell	9,772 -353	-3%	-$4.66K	0.07%	82
2023 Q1	$126K	Buy	10,125 +353	+4%	+$4.41K	0.07%	80
2022 Q4	$115K	Hold	9,772	–	–	0.07%	87
2022 Q3	$103K	Sell	9,772 -5	-0.1%	-$56	0.07%	91
2022 Q2	$95K	Sell	9,777 -123,456	-93%	-$1.34M	0.06%	131
2022 Q1	$1.43M	Buy	+133,233	New	+$1.43M	0.81%	37
2021 Q2	$1.38M	Buy	121,605 +5,325	+5%	+$54.7K	0.86%	33
2021 Q1	$1.06M	Sell	116,280 -8,147	-7%	-$74.5K	0.79%	40
2020 Q4	$1.02M	Buy	+124,427	New	+$946K	0.86%	31

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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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 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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

GoalVest Advisory's PAA Position: Q2 2026 in Review

GoalVest Advisory held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 9,399 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #121.

GoalVest Advisory first reported a position in PAA in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.43M in Q1 2022. 56 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

GoalVest Advisory held 9,399 shares of Plains All American Pipeline worth $209K as of Q2 2026.
GoalVest Advisory left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 0.04% of GoalVest Advisory's portfolio in Q2 2026, its #121 holding.
GoalVest Advisory first reported a position in Plains All American Pipeline in Q4 2020 and has held it in 21 quarters since.
GoalVest Advisory's Plains All American Pipeline position peaked at $1.43M in Q1 2022.
56 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.