CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in WES — Western Midstream Partners, LP
CIK 1766904
RICHMOND, VA
Position in WES
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,910,342
+$113,066 QoQ
Shares Held
43,655
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#101
of 369 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $16,404,440 across 13 Oil & Gas Midstream names. WES ranks #5 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
13,647 | $3,659,302 | |
| 2 | ET |
Energy Transfer LP
|
157,220 | $3,006,046 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
67,900 | $2,496,004 | |
| 4 | WMB |
Williams Companies, Inc.
|
30,230 | $2,247,292 | |
| 5 | WES |
Western Midstream Partners, LP
This page
|
43,655 | $1,910,342 | |
| 6 | DTM |
DT Midstream, Inc.
|
5,998 | $880,145 | |
| 7 | AM |
Antero Midstream Corp
|
28,436 | $646,918 | |
| 8 | OKE |
Oneok Inc /New/
|
6,066 | $527,375 |
All Filings in WES
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,910,342 | 43,655 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,797,276 | 43,655 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $1,843,860 | 46,680 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $1,834,057 | 46,680 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,806,516 | 46,680 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,912,012 | 46,680 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,862,125 | 48,455 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,853,888 | 48,455 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $1,925,117 | 48,455 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $1,722,575 | 48,455 | Shares | Other | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||