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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
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valeo Financial Advisors's PAA Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Plains All American Pipeline (PAA) stake by 38% in Q2 2026, selling an estimated $213K and leaving 15,553 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #567.

Valeo Financial Advisors first reported a position in PAA in Q3 2017 and has held it in 23 quarters since. The position peaked at $561K in Q1 2026. 420 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • Valeo Financial Advisors held 15,553 shares of Plains All American Pipeline worth $346K as of Q2 2026.
  • Valeo Financial Advisors sold 9,569 Plains All American Pipeline shares in Q2 2026, an estimated $213K.
  • Plains All American Pipeline made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #567 holding.
  • Valeo Financial Advisors first reported a position in Plains All American Pipeline in Q3 2017 and has held it in 23 quarters since.
  • Valeo Financial Advisors's Plains All American Pipeline position peaked at $561K in Q1 2026.
  • 420 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.