Summit Financial Wealth Advisors, LLC
Position in WES — Western Midstream Partners, LP
CIK 1632283
Lafayette, LA
Position in WES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$228,120
+$13,501 QoQ
Shares Held
5,213
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#271
of 370 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $5,215,517 across 8 Oil & Gas Midstream names. WES ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
27,696 | $2,407,890 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
3,218 | $769,134 | |
| 3 | ET |
Energy Transfer LP
|
28,087 | $537,023 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
14,608 | $536,990 | |
| 5 | ENB |
Enbridge Inc
|
6,327 | $342,986 | |
| 6 | GEL |
Genesis Energy LP
|
16,613 | $235,406 | |
| 7 | WES |
Western Midstream Partners, LP
This page
|
5,213 | $228,120 | |
| 8 | VG |
Venture Global, Inc.
|
14,193 | $157,968 |
All Filings in WES
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,120 | 5,213 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $214,619 | 5,213 | Shares | Sole | 2026-05-26 | |
| 2025-03-31 | $204,800 | 5,000 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||