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 Q3	$318K	Hold	13,400	–	–	0.02%	191
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 $21.8B AUM 17.58% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

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

Lyell Wealth Management held its Plains All American Pipeline (PAA) position steady in Q3 2026 at 13,400 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #191.

Lyell Wealth Management first reported a position in PAA in Q1 2018 and has held it in 35 quarters since. The position peaked at $416K in Q3 2018. 240 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

Lyell Wealth Management held 13,400 shares of Plains All American Pipeline worth $318K as of Q3 2026.
Lyell Wealth Management left its Plains All American Pipeline share count unchanged in Q3 2026.
Plains All American Pipeline made up 0.02% of Lyell Wealth Management's portfolio in Q3 2026, its #191 holding.
Lyell Wealth Management first reported a position in Plains All American Pipeline in Q1 2018 and has held it in 35 quarters since.
Lyell Wealth Management's Plains All American Pipeline position peaked at $416K in Q3 2018.
240 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.