U.S. Capital Wealth Advisors, LLC
Holdings in WES
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,293,000 | 134,000 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $4,324,060 | 110,055 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $3,831,957 | 99,017 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $3,625,492 | 88,513 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $2,813,076 | 73,200 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $2,877,152 | 75,200 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $3,139,504 | 79,021 | Shares | Sole | 2024-07-11 |
| 2024-03-31 | $3,537,082 | 99,496 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $3,203,852 | 109,496 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $2,981,576 | 109,496 | Shares | Sole | 2023-10-19 |
| 2023-06-30 | $2,139,501 | 80,675 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $2,132,304 | 80,861 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $2,171,117 | 80,861 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $2,068,152 | 82,200 | Shares | Sole | 2022-11-01 |
| 2022-06-30 | $2,016,830 | 82,963 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $2,092,326 | 82,963 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $1,847,586 | 82,963 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $1,738,904 | 82,963 | Shares | Sole | 2021-11-01 |