Position in WES
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$153,244,536
+$14,924,068 QoQ
Shares Held
3,722,238
+6.3% QoQ
Ownership
0.945%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 31.250097387646896.ToString("F0")%
Shared 0.ToString("F0")%
None 68.74990261235311.ToString("F0")%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Derivatives in WES
reported options exposure · as of Jun 30, 2024CallValue
$3,178,400
CallShares
80,000
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 Mar 31, 2026UBS Group AG holds $6,370,775,249 across 57 Oil & Gas Midstream names. WES ranks #11 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
12,710,262 | $1,148,880,580 | |
| 2 | WMB |
Williams Companies, Inc.
|
9,047,346 | $658,465,839 | |
| 3 | ET |
Energy Transfer LP
|
30,973,018 | $597,779,247 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
17,810,078 | $597,171,912 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
12,607,250 | $477,058,339 | |
| 6 | TRGP |
Targa Resources Corp.
|
1,852,902 | $464,578,113 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
1,485,662 | $421,571,446 | |
| 8 | MPLX |
Mplx LP
|
5,233,512 | $298,676,529 |
All Filings in WES
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $153,244,536 | 3,722,238 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $138,320,468 | 3,501,784 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $131,073,718 | 3,336,058 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $142,910,894 | 3,692,788 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $133,671,320 | 3,263,460 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $134,169,121 | 3,491,260 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $117,068,865 | 3,059,824 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $118,574,303 | 2,984,503 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $3,178,400 | 80,000 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $110,157,859 | 3,098,674 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $64,735,145 | 2,212,411 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $60,475,978 | 2,220,932 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $59,062,108 | 2,227,078 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $3,665,064 | 138,200 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $83,774,509 | 3,176,887 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $86,910,978 | 3,236,908 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $78,325,619 | 3,113,101 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $88,458,060 | 3,638,752 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $87,430,525 | 3,466,714 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $133,142,152 | 5,978,543 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $89,082,891 | 4,250,138 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $78,598,140 | 3,669,381 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $77,421,884 | 4,164,706 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $67,408,113 | 4,877,577 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $39,473,448 | 4,934,181 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $55,390,248 | 5,516,957 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $17,111,129 | 5,281,213 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||