Position in WES
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,182,880
+$129,197 QoQ
Shares Held
49,883
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#96
of 369 holders
Holding Since
Sep 2021
17 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, 2026CFM WEALTH PARTNERS LLC holds $38,484,949 across 11 Oil & Gas Midstream names. WES ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
226,183 | $16,814,444 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
183,670 | $6,751,709 | |
| 3 | ET |
Energy Transfer LP
|
188,858 | $3,610,964 | |
| 4 | MPLX |
Mplx LP
|
46,729 | $2,632,244 | |
| 5 | WES |
Western Midstream Partners, LP
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|
49,883 | $2,182,880 | |
| 6 | TRGP |
Targa Resources Corp.
|
6,166 | $1,653,351 | |
| 7 | HESM |
Hess Midstream LP
|
42,260 | $1,588,976 | |
| 8 | ENB |
Enbridge Inc
|
26,264 | $1,423,771 |
All Filings in WES
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,182,880 | 49,883 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,053,683 | 49,883 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,970,378 | 49,883 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,959,903 | 49,883 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,739,332 | 44,944 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,840,906 | 44,944 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,346,587 | 35,040 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,340,630 | 35,040 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,392,139 | 35,040 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $723,798 | 20,360 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $289,030 | 9,878 | Shares | Sole | 2024-01-12 | |
| 2023-06-30 | $261,964 | 9,878 | Shares | Sole | 2023-07-14 | |
| 2022-12-31 | $265,224 | 9,878 | Shares | Sole | 2023-01-20 | |
| 2022-06-30 | $240,134 | 9,878 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $249,123 | 9,878 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $219,983 | 9,878 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $207,042 | 9,878 | Shares | Sole | 2021-10-25 | |
| No filing history on record for this holder in this stock. | ||||||