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Whalen Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Whalen 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 		$308K Hold
13,000
– – 0.13% 159
2026
Q2 		$289K Buy
+13,000
New +$289K 0.13% 166

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

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

Whalen Wealth Management held its Plains All American Pipeline (PAA) position steady in Q3 2026 at 13,000 shares worth $308K. The position accounts for 0.13% of the portfolio, ranked #159.

Whalen Wealth Management first reported a position in PAA in Q2 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

  • Whalen Wealth Management held 13,000 shares of Plains All American Pipeline worth $308K as of Q3 2026.
  • Whalen Wealth Management left its Plains All American Pipeline share count unchanged in Q3 2026.
  • Plains All American Pipeline made up 0.13% of Whalen Wealth Management's portfolio in Q3 2026, its #159 holding.
  • Whalen Wealth Management first reported a position in Plains All American Pipeline in Q2 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.