EVERGREEN CAPITAL MANAGEMENT LLC
Position in WES — Western Midstream Partners, LP
CIK 1260824
Bellevue, WA
Position in WES
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,820,739
+$309,004 QoQ
Shares Held
155,867
-1.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#64
of 370 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Derivatives in WES
reported options exposure · as of Mar 31, 2020CallValue
$8,100
CallShares
2,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $127,785,630 across 19 Oil & Gas Midstream names. WES ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
796,751 | $29,288,566 | |
| 2 | ET |
Energy Transfer LP
|
845,478 | $16,165,539 | |
| 3 | OKE |
Oneok Inc /New/
|
170,927 | $14,860,392 | |
| 4 | PAGP |
Plains Gp Holdings LP
|
605,118 | $14,686,213 | |
| 5 | MPLX |
Mplx LP
|
176,959 | $9,968,100 | |
| 6 | ENB |
Enbridge Inc
|
128,627 | $6,972,869 | |
| 7 | WES |
Western Midstream Partners, LP
This page
|
155,867 | $6,820,739 | |
| 8 | AM |
Antero Midstream Corp
|
272,802 | $6,206,245 |
All Filings in WES
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,820,739 | 155,867 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,511,735 | 158,167 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,564,821 | 166,198 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,529,919 | 166,198 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,823,700 | 176,323 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,236,526 | 176,673 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,440,163 | 193,603 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,298,592 | 190,763 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,228,396 | 181,938 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,528,330 | 183,638 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,273,111 | 111,863 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,131,967 | 115,019 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,050,303 | 115,019 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,742,766 | 66,089 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,774,489 | 66,089 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,662,799 | 66,089 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,314,295 | 54,064 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $875,487 | 34,714 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $798,000 | 35,833 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $763,048 | 36,405 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $811,218 | 37,872 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $706,680 | 38,014 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $510,054 | 36,907 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $538,184 | 67,273 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $917,786 | 91,413 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,100 | 2,500 | Call | Sole | 2020-05-15 | |
| 2020-03-31 | $313,126 | 96,644 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||