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Toth Financial Advisory’s Plains All American Pipeline PAA Stock Holding History

Toth Financial 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
Q3 		$2.37K Hold
100
– – ﹤0.01% 772
2026
Q2 		$2.23K Hold
100
– – ﹤0.01% 741
2026
Q1 		$2.23K Hold
100
– – ﹤0.01% 715
2025
Q4 		$1.8K Hold
100
– – ﹤0.01% 723
2025
Q3 		$1.71K Buy
+100
New +$1.79K ﹤0.01% 704
2023
Q4 		– Sell
-466
Closed -$7.14K – 777
2023
Q3 		$7.14K Buy
466
+8
+2% +$120 ﹤0.01% 478
2023
Q2 		$6.46K Sell
458
-30
-6% -$396 ﹤0.01% 520
2023
Q1 		$6.08K Buy
488
+10
+2% +$125 ﹤0.01% 517
2022
Q4 		$5.62K Buy
478
+8
+2% +$95 ﹤0.01% 492
2022
Q3 		$5K Buy
470
+9
+2% +$100 ﹤0.01% 550
2022
Q2 		$5K Sell
461
-383
-45% -$4.15K ﹤0.01% 515
2022
Q1 		$9K Buy
844
+14
+2% +$150 ﹤0.01% 492
2021
Q4 		$8K Buy
830
+14
+2% +$141 ﹤0.01% 520
2021
Q3 		$8K Buy
816
+15
+2% +$149 ﹤0.01% 515
2021
Q2 		$9K Buy
801
+14
+2% +$144 ﹤0.01% 470
2021
Q1 		$7K Buy
787
+84
+12% +$768 ﹤0.01% 497
2020
Q4 		$6K Buy
703
+309
+78% +$2.35K ﹤0.01% 449
2020
Q3 		$2K Sell
394
-235
-37% -$1.75K ﹤0.01% 491
2020
Q2 		$6K Buy
629
+12
+2% +$102 ﹤0.01% 397
2020
Q1 		$3K Buy
617
+307
+99% +$4.21K ﹤0.01% 364
2019
Q4 		$6K Hold
310
– – ﹤0.01% 349
2019
Q3 		$6K Hold
310
– – ﹤0.01% 352
2019
Q2 		$8K Buy
+310
New +$7.4K ﹤0.01% 335

Other funds holding PAA

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Toth Financial Advisory's PAA Position: Q3 2026 in Review

Toth Financial Advisory held its Plains All American Pipeline (PAA) position steady in Q3 2026 at 100 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Toth Financial Advisory first reported a position in PAA in Q2 2019 and has held it in 23 quarters since. The position peaked at $9K in Q1 2022. 19 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

  • Toth Financial Advisory held 100 shares of Plains All American Pipeline worth $2.37K as of Q3 2026.
  • Toth Financial Advisory left its Plains All American Pipeline share count unchanged in Q3 2026.
  • Plains All American Pipeline made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #772 holding.
  • Toth Financial Advisory first reported a position in Plains All American Pipeline in Q2 2019 and has held it in 23 quarters since.
  • Toth Financial Advisory's Plains All American Pipeline position peaked at $9K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.