Recurrent Investment Advisors LLC
Position in WES — Western Midstream Partners, LP
CIK 1803146
HOUSTON, TX
Position in WES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$46,717,986
-$6,158,847 QoQ
Shares Held
1,134,758
-15.2% QoQ
Ownership
0.288%
of shares outstanding
% of Portfolio
2.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Recurrent Investment Advisors LLC holds $941,530,412 across 17 Oil & Gas Midstream names. WES ranks #11 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
471,801 | $118,294,664 | |
| 2 | ET |
Energy Transfer LP
|
5,562,381 | $107,353,953 | |
| 3 | OKE |
Oneok Inc /New/
|
1,156,034 | $104,493,913 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
300,074 | $85,148,998 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
2,430,444 | $81,492,787 | |
| 6 | PBA |
Pembina Pipeline Corp
|
1,494,250 | $66,882,630 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
1,675,483 | $63,400,276 | |
| 8 | WMB |
Williams Companies, Inc.
|
762,867 | $55,521,460 |
All Filings in WES
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,717,986 | 1,134,758 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $52,876,833 | 1,338,654 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $53,343,915 | 1,357,697 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $52,569,306 | 1,358,380 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $55,608,524 | 1,357,630 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $53,716,685 | 1,397,780 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $53,454,576 | 1,397,140 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $52,679,198 | 1,325,930 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $46,078,310 | 1,296,155 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $41,036,477 | 1,402,477 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $32,115,552 | 1,179,418 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,785,932 | 1,047,735 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $26,550,107 | 1,006,830 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,237,387 | 902,696 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,818,431 | 787,696 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,148,889 | 787,696 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,869,153 | 668,880 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,624,875 | 611,804 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,675,182 | 604,732 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,700,896 | 499,575 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,758,519 | 255,972 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,568,116 | 258,185 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||