Valeo Financial Advisors’s Plains All American Pipeline PAA Stock Holding History

Valeo Financial Advisors’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	$358K	Sell	15,105 -448	-3%	-$10.9K	0.01%	568
2026 Q2	$346K	Sell	15,553 -9,569	-38%	-$213K	0.01%	567
2026 Q1	$561K	Sell	25,122 -1,166	-4%	-$23.7K	0.01%	387
2025 Q4	$472K	Buy	26,288 +5,097	+24%	+$86.6K	0.01%	480
2025 Q3	$362K	Buy	21,191 +90	+0.4%	+$1.61K	0.01%	547
2025 Q2	$387K	Buy	21,101 +6,884	+48%	+$120K	0.01%	506
2025 Q1	$284K	Sell	14,217 -2,978	-17%	-$58.8K	0.01%	544
2024 Q4	$294K	Buy	17,195 +885	+5%	+$15.4K	0.01%	545
2024 Q3	$283K	Buy	+16,310	New	+$292K	0.01%	546
2021 Q2	–	Sell	-1,207	Closed	-$11K	–	1410
2021 Q1	$11K	Buy	1,207 +500	+71%	+$4.57K	﹤0.01%	1339
2020 Q4	$6K	Buy	707 +7	+1%	+$53	﹤0.01%	1336
2020 Q3	$4K	Hold	700	–	–	﹤0.01%	1305
2020 Q2	$6K	Sell	700 -609	-47%	-$5.18K	﹤0.01%	1465
2020 Q1	$7K	Sell	1,309 -700	-35%	-$9.6K	﹤0.01%	1216
2019 Q4	$37K	Buy	2,009 +1,009	+101%	+$18.5K	﹤0.01%	755
2019 Q3	$21K	Sell	1,000 -500	-33%	-$11.3K	﹤0.01%	837
2019 Q2	$37K	Hold	1,500	–	–	﹤0.01%	684
2019 Q1	$37K	Hold	1,500	–	–	﹤0.01%	630
2018 Q4	$30K	Hold	1,500	–	–	﹤0.01%	609
2018 Q3	$33K	Sell	1,500 -500	-25%	-$12.6K	﹤0.01%	642
2018 Q2	$53K	Buy	2,000 +500	+33%	+$12K	0.01%	531
2018 Q1	$33K	Sell	1,500 -1,000	-40%	-$22K	0.01%	589
2017 Q4	$52K	Sell	2,500 -572	-19%	-$11.7K	0.01%	460
2017 Q3	$65K	Buy	+3,072	New	+$71.1K	0.01%	363

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

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

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

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

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Valeo Financial Advisors's PAA Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Plains All American Pipeline (PAA) stake by 2.9% in Q3 2026, selling an estimated $10.9K and leaving 15,105 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #568.

Valeo Financial Advisors first reported a position in PAA in Q3 2017 and has held it in 24 quarters since. The position peaked at $561K in Q1 2026. 19 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

Valeo Financial Advisors held 15,105 shares of Plains All American Pipeline worth $358K as of Q3 2026.
Valeo Financial Advisors sold 448 Plains All American Pipeline shares in Q3 2026, an estimated $10.9K.
Plains All American Pipeline made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #568 holding.
Valeo Financial Advisors first reported a position in Plains All American Pipeline in Q3 2017 and has held it in 24 quarters since.
Valeo Financial Advisors's Plains All American Pipeline position peaked at $561K in Q1 2026.
19 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

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