Position in WES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,882,413
+$157,524 QoQ
Shares Held
94,302
+0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 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, 2026Summit Financial, LLC holds $58,879,376 across 18 Oil & Gas Midstream names. WES ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
710,703 | $13,716,567 | |
| 2 | WMB |
Williams Companies, Inc.
|
84,797 | $6,171,525 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
148,171 | $5,606,790 | |
| 4 | FRO |
Frontline plc
|
145,000 | $5,054,700 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
14,899 | $4,227,740 | |
| 6 | WES |
Western Midstream Partners, LP
This page
|
94,302 | $3,882,413 | |
| 7 | PBA |
Pembina Pipeline Corp
|
84,812 | $3,796,185 | |
| 8 | GEL |
Genesis Energy LP
|
210,497 | $3,753,161 |
All Filings in WES
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,882,413 | 94,302 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,724,889 | 94,301 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,697,228 | 94,101 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,638,728 | 94,024 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,851,223 | 94,024 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,611,536 | 93,977 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,503,391 | 91,568 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $594,917 | 14,974 | Shares | Sole | 2024-07-31 | |
| 2020-03-31 | $37,444 | 11,557 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||