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

Lyell 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 Q2	$298K	Sell	13,400 -500	-4%	-$11.1K	0.02%	196
2026 Q1	$310K	Buy	13,900 +3,000	+28%	+$61K	0.02%	179
2025 Q4	$196K	Sell	10,900 -3,000	-22%	-$51K	0.01%	210
2025 Q3	$237K	Hold	13,900	–	–	0.02%	198
2025 Q2	$255K	Hold	13,900	–	–	0.02%	195
2025 Q1	$278K	Hold	13,900	–	–	0.03%	175
2024 Q4	$237K	Hold	13,900	–	–	0.02%	188
2024 Q3	$241K	Hold	13,900	–	–	0.02%	192
2024 Q2	$248K	Hold	13,900	–	–	0.02%	183
2024 Q1	$244K	Hold	13,900	–	–	0.02%	184
2023 Q4	$211K	Hold	13,900	–	–	0.02%	185
2023 Q3	$213K	Hold	13,900	–	–	0.03%	171
2023 Q2	$196K	Hold	13,900	–	–	0.03%	180
2023 Q1	$173K	Hold	13,900	–	–	0.02%	196
2022 Q4	$163K	Hold	13,900	–	–	0.03%	184
2022 Q3	$146K	Hold	13,900	–	–	0.02%	182
2022 Q2	$136K	Hold	13,900	–	–	0.02%	189
2022 Q1	$150K	Hold	13,900	–	–	0.02%	194
2021 Q4	$130K	Hold	13,900	–	–	0.01%	186
2021 Q3	$141K	Hold	13,900	–	–	0.02%	180
2021 Q2	$158K	Hold	13,900	–	–	0.02%	188
2021 Q1	$126K	Hold	13,900	–	–	0.02%	170
2020 Q4	$115K	Hold	13,900	–	–	0.02%	157
2020 Q3	$83K	Hold	13,900	–	–	0.02%	136
2020 Q2	$123K	Sell	13,900 -2,500	-15%	-$21.3K	0.03%	121
2020 Q1	$87K	Hold	16,400	–	–	0.03%	119
2019 Q4	$302K	Hold	16,400	–	–	0.08%	103
2019 Q3	$340K	Hold	16,400	–	–	0.1%	96
2019 Q2	$399K	Hold	16,400	–	–	0.12%	94
2019 Q1	$402K	Sell	16,400 -150	-0.9%	-$3.54K	0.13%	94
2018 Q4	$332K	Sell	16,550 -100	-0.6%	-$2.28K	0.14%	94
2018 Q3	$416K	Hold	16,650	–	–	0.14%	91
2018 Q2	$394K	Buy	16,650 +250	+2%	+$6.02K	0.14%	85
2018 Q1	$361K	Buy	+16,400	New	+$361K	0.13%	89

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

TCA

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

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lyell Wealth Management's PAA Position: Q2 2026 in Review

Lyell Wealth Management reduced its Plains All American Pipeline (PAA) stake by 3.6% in Q2 2026, selling an estimated $11.1K and leaving 13,400 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #196.

Lyell Wealth Management first reported a position in PAA in Q1 2018 and has held it in 34 quarters since. The position peaked at $416K in Q3 2018. 423 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Lyell Wealth Management held 13,400 shares of Plains All American Pipeline worth $298K as of Q2 2026.
Lyell Wealth Management sold 500 Plains All American Pipeline shares in Q2 2026, an estimated $11.1K.
Plains All American Pipeline made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #196 holding.
Lyell Wealth Management first reported a position in Plains All American Pipeline in Q1 2018 and has held it in 34 quarters since.
Lyell Wealth Management's Plains All American Pipeline position peaked at $416K in Q3 2018.
423 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.