West Financial Advisors, LLC
Position in WES — Western Midstream Partners, LP
CIK 1843684
DES MOINES, IA
Position in WES
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,207
+$391 QoQ
Shares Held
119
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#356
of 370 holders
Holding Since
Jun 2024
9 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, 2026West Financial Advisors, LLC holds $59,609 across 4 Oil & Gas Midstream names. WES ranks #4 (8.7% of the industry book) .
All Filings in WES
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,207 | 119 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,816 | 117 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,542 | 115 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $4,400 | 112 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,257 | 110 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,382 | 107 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,035 | 105 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,902 | 102 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,973 | 100 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||