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Livermore
Livermore
ZHEN

Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

PAA holding history

Plains All American Pipeline LP in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PAA overviewAll 13F holders of PAAFull Q2 2026 holdings

Shares (Q2 2026)
13,400
Value
$298.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PAA by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,400$298.3K<0.1%−500−3.6%ReducedHolders
Q1 202613,900$310.4K<0.1%+3,000+27.5%AddedHolders
Q4 202510,900$195.8K<0.1%−3,000−21.6%ReducedHolders
Q3 202513,900$237.1K<0.1%00.0%UnchangedHolders
Q2 202513,900$254.6K<0.1%00.0%UnchangedHolders
Q1 202513,900$278.0K<0.1%00.0%UnchangedHolders
Q4 202413,900$237.4K<0.1%00.0%UnchangedHolders
Q3 202413,900$241.4K<0.1%00.0%UnchangedHolders
Q2 202413,900$248.3K<0.1%00.0%UnchangedHolders
Q1 202413,900$244.1K<0.1%00.0%UnchangedHolders
Q4 202313,900$210.6K<0.1%00.0%UnchangedHolders
Q3 202313,900$212.9K<0.1%00.0%UnchangedHolders
Q2 202313,900$196.0K<0.1%00.0%UnchangedHolders
Q1 202313,900$173.3K<0.1%00.0%UnchangedHolders
Q4 202213,900$163.5K<0.1%00.0%UnchangedHolders
Q3 202213,900$146.0K<0.1%00.0%UnchangedHolders
Q2 202213,900$136.0K<0.1%00.0%UnchangedHolders
Q1 202213,900$150.0K<0.1%00.0%UnchangedHolders
Q4 202113,900$130.0K<0.1%00.0%UnchangedHolders
Q3 202113,900$141.0K<0.1%00.0%UnchangedHolders
Q2 202113,900$158.0K<0.1%00.0%UnchangedHolders
Q1 202113,900$126.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.