KWB Wealth’s Plains All American Pipeline PAA Stock Holding History

KWB Wealth’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	$279K	Hold	12,547	–	–	0.02%	152
2026 Q1	$225K	Hold	12,547	–	–	0.02%	154
2025 Q4	$225K	Hold	12,547	–	–	0.02%	164
2025 Q3	$230K	Hold	12,547	–	–	0.03%	138
2025 Q2	$251K	Hold	12,547	–	–	0.03%	142
2025 Q1	$214K	Hold	12,547	–	–	0.03%	141
2024 Q4	$218K	Hold	12,547	–	–	0.03%	136
2024 Q3	$224K	Sell	12,547 -233	-2%	-$4.17K	0.03%	122
2024 Q2	$224K	Hold	12,780	–	–	0.03%	124
2024 Q1	$224K	Hold	12,780	–	–	0.03%	124
2023 Q4	$194K	Buy	12,780 +120	+0.9%	+$1.83K	0.03%	127
2023 Q3	$179K	Hold	12,660	–	–	0.03%	120
2023 Q2	$179K	Buy	12,660 +4	+0%	+$53	0.03%	121
2023 Q1	$149K	Buy	12,656 +109	+0.9%	+$1.36K	0.03%	116
2022 Q4	$148K	Sell	12,547 -107	-0.8%	-$1.27K	0.03%	110
2022 Q3	$133K	Buy	12,654 +2	+0%	+$22	0.03%	103
2022 Q2	$124K	Sell	12,652 -721	-5%	-$7.82K	0.02%	102
2022 Q1	$125K	Hold	13,373	–	–	0.02%	89
2021 Q4	$125K	Buy	13,373 +210	+2%	+$2.11K	0.02%	89
2021 Q3	$134K	Buy	13,163 +430	+3%	+$4.27K	0.02%	86
2021 Q2	$116K	Hold	12,733	–	–	0.02%	85
2021 Q1	$116K	Buy	12,733 +872	+7%	+$7.97K	0.02%	85
2020 Q4	$98K	Buy	+11,861	New	+$90.2K	0.02%	78

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

KWB Wealth's PAA Position: Q2 2026 in Review

KWB Wealth held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 12,547 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #152.

KWB Wealth first reported a position in PAA in Q4 2020 and has held it in 23 quarters since. 56 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

KWB Wealth held 12,547 shares of Plains All American Pipeline worth $279K as of Q2 2026.
KWB Wealth left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 0.02% of KWB Wealth's portfolio in Q2 2026, its #152 holding.
KWB Wealth first reported a position in Plains All American Pipeline in Q4 2020 and has held it in 23 quarters since.
56 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.