Position in WES
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$280,064
+$16,576 QoQ
Shares Held
6,400
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#244
of 369 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Naviter Wealth, LLC holds $1,743,537 across 6 Oil & Gas Midstream names. WES ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
21,099 | $403,412 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
9,612 | $353,337 | |
| 3 | WES |
Western Midstream Partners, LP
This page
|
6,400 | $280,064 | |
| 4 | MPLX |
Mplx LP
|
4,950 | $278,833 | |
| 5 | TEN |
Tsakos Energy Navigation Ltd
|
7,070 | $250,065 | |
| 6 | CMBT |
Cmb.Tech NV
|
12,711 | $177,826 |
All Filings in WES
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,064 | 6,400 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $263,488 | 6,400 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $245,887 | 6,225 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||