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 Q2	$289K	Buy	+13,000	New	+$289K	0.13%	166

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Whalen Wealth Management's PAA Position: Q2 2026 in Review

Whalen Wealth Management opened a new position in Plains All American Pipeline (PAA) in Q2 2026: 13,000 shares worth $289K. The stake represents 0.13% of the portfolio and ranks #166 among its holdings.

419 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Whalen Wealth Management held 13,000 shares of Plains All American Pipeline worth $289K as of Q2 2026.
Plains All American Pipeline was a new Whalen Wealth Management position in Q2 2026.
Plains All American Pipeline made up 0.13% of Whalen Wealth Management's portfolio in Q2 2026, its #166 holding.
419 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.