Sovereign Investment Advisors, LLC
Holdings in WES
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,791,083 | 273,192 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $10,784,279 | 274,479 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $10,622,337 | 274,479 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $11,242,659 | 274,479 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $10,548,227 | 274,479 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $10,501,566 | 274,479 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $10,905,050 | 274,479 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $9,757,728 | 274,479 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $8,031,255 | 274,479 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $7,474,063 | 274,479 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $7,279,183 | 274,479 | Shares | Sole | 2023-07-19 |
| 2023-03-31 | $7,238,011 | 274,479 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $7,369,761 | 274,479 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $6,905,891 | 274,479 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $6,672,584 | 274,479 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $6,922,360 | 274,479 | Shares | Sole | 2022-04-28 |
| 2021-12-31 | $6,112,647 | 274,479 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $5,753,079 | 274,479 | Shares | Sole | 2022-02-07 |
| 2021-06-30 | $5,879,340 | 274,479 | Shares | Sole | 2022-02-07 |
| 2021-03-31 | $5,102,564 | 274,479 | Shares | Sole | 2022-02-07 |
| 2020-12-31 | $3,793,299 | 274,479 | Shares | Sole | 2022-02-07 |
| 2020-09-30 | $2,195,832 | 274,479 | Shares | Sole | 2022-02-07 |