Position in WES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,429,143
-$3,622,705 QoQ
Shares Held
253,319
-28.8% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.05921387657459566.ToString("F0")%
Shared 0.ToString("F0")%
None 99.94078612342541.ToString("F0")%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Waverly Advisors, LLC holds $169,650,869 across 18 Oil & Gas Midstream names. WES ranks #7 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
1,725,843 | $33,308,769 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
72,796 | $20,656,592 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
522,446 | $19,769,356 | |
| 4 | PAA |
Plains All American Pipeline LP
|
622,795 | $13,907,012 | |
| 5 | MPLX |
Mplx LP
|
240,925 | $13,749,589 | |
| 6 | ENB |
Enbridge Inc
|
248,191 | $13,437,060 | |
| 7 | WES |
Western Midstream Partners, LP
This page
|
253,319 | $10,429,143 | |
| 8 | AM |
Antero Midstream Corp
|
457,330 | $10,427,124 |
All Filings in WES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,429,143 | 253,319 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,051,848 | 355,743 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,051,736 | 306,738 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,231,715 | 316,065 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,787,548 | 312,196 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||