Position in WES
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$12,347,871
+$778,479 QoQ
Shares Held
299,924
+2.4% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026LPL Financial LLC holds $1,328,994,673 across 47 Oil & Gas Midstream names. WES ranks #16 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
3,602,572 | $195,043,248 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
4,165,740 | $157,631,601 | |
| 3 | WMB |
Williams Companies, Inc.
|
2,148,544 | $156,371,032 | |
| 4 | OKE |
Oneok Inc /New/
|
1,674,485 | $151,356,699 | |
| 5 | ET |
Energy Transfer LP
|
7,141,895 | $137,838,573 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,033,465 | $135,242,081 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
348,932 | $99,012,944 | |
| 8 | TRP |
Tc Energy Corp
|
933,699 | $58,449,557 |
All Filings in WES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,347,871 | 299,924 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,569,392 | 292,896 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,956,016 | 278,850 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,724,466 | 277,118 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,600,202 | 258,794 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,727,722 | 227,107 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,440,766 | 194,479 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,474,957 | 162,974 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,491,010 | 98,200 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,324,531 | 79,444 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,288,164 | 84,031 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,068,613 | 78,002 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,018,438 | 76,543 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,025,859 | 75,451 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,605,031 | 63,793 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,130,342 | 46,497 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $957,073 | 37,949 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,121,039 | 95,242 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,973,719 | 94,166 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,124,628 | 99,189 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,822,284 | 98,025 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,315,608 | 95,196 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $139,384 | 17,423 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $204,635 | 20,382 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $50,897 | 15,709 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||