FIDUCIARY FINANCIAL GROUP, LLC
Position in WES — Western Midstream Partners, LP
CIK 1925420
SAN RAFAEL, CA
Position in WES
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$483,197
+$43,461 QoQ
Shares Held
11,042
+3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#196
of 369 holders
Holding Since
Sep 2025
4 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $2,952,532 across 7 Oil & Gas Midstream names. WES ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
27,194 | $519,949 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
15,699 | $501,897 | |
| 3 | WES |
Western Midstream Partners, LP
This page
|
11,042 | $483,197 | |
| 4 | MPLX |
Mplx LP
|
7,745 | $436,275 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
11,690 | $429,724 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
1,314 | $314,059 | |
| 7 | PAGP |
Plains Gp Holdings LP
|
11,019 | $267,431 |
All Filings in WES
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,197 | 11,042 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $439,736 | 10,681 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $424,269 | 10,741 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $333,768 | 8,495 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||