Oliver Lagore Vanvalin Investment Group’s Plains All American Pipeline PAA Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$39.8K	Buy	+1,989	New	+$34.7K	0.02%	275
2024 Q4	$68.1K	Hold	3,989	–	–	0.02%	223
2024 Q3	$69.3K	Sell	3,989 -100	-2%	-$1.79K	0.02%	214
2024 Q2	$73K	Sell	4,089 -179	-4%	-$3.13K	0.02%	198
2024 Q1	$74.9K	Buy	4,268 +5	+0.1%	+$81	0.02%	210
2023 Q4	$64.6K	Buy	4,263 +5	+0.1%	+$76	0.02%	193
2023 Q3	$65.2K	Sell	4,258 -6	-0.1%	-$90	0.03%	210
2023 Q2	$60.1K	Sell	4,264 -195	-4%	-$2.58K	0.02%	232
2023 Q1	$55.6K	Buy	4,459 +6	+0.1%	+$75	0.02%	189
2022 Q4	$52.4K	Buy	4,453 +4	+0.1%	+$47	0.03%	176
2022 Q3	$47K	Buy	4,449 +5	+0.1%	+$56	0.03%	178
2022 Q2	$44K	Buy	4,444 +5	+0.1%	+$54	0.03%	186
2022 Q1	$49K	Buy	+4,439	New	+$47.5K	0.03%	176

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PAA Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Plains All American Pipeline (PAA) in Q2 2025: 1,989 shares worth $39.8K. The stake represents 0.02% of the portfolio and ranks #275 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in PAA as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in PAA in Q1 2022 and has held it in 13 quarters since. The position peaked at $74.9K in Q1 2024. 381 funds tracked by Wall St. Rank hold PAA as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,989 shares of Plains All American Pipeline worth $39.8K as of Q2 2025.
Plains All American Pipeline was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Plains All American Pipeline made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #275 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Plains All American Pipeline in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Plains All American Pipeline position peaked at $74.9K in Q1 2024.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.