Plan Group Financial, LLC
Position in WES — Western Midstream Partners, LP
CIK 1940033
OKLAHOMA CITY, OK
Position in WES
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$890,516
+$144,104 QoQ
Shares Held
20,350
+12.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#151
of 369 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Plan Group Financial, LLC holds $4,692,755 across 7 Oil & Gas Midstream names. WES ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
40,643 | $1,494,036 | |
| 2 | OKE |
Oneok Inc /New/
|
11,134 | $967,989 | |
| 3 | WES |
Western Midstream Partners, LP
This page
|
20,350 | $890,516 | |
| 4 | ET |
Energy Transfer LP
|
32,012 | $612,069 | |
| 5 | ENB |
Enbridge Inc
|
5,283 | $286,391 | |
| 6 | PAA |
Plains All American Pipeline LP
|
10,000 | $222,600 | |
| 7 | WMB |
Williams Companies, Inc.
|
2,948 | $219,154 |
All Filings in WES
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $890,516 | 20,350 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $746,412 | 18,130 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $414,750 | 10,500 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||