Rockwood Wealth Management, LLC
Position in WES — Western Midstream Partners, LP
CIK 1983670
New Hope, PA
Position in WES
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$731,360
+$43,286 QoQ
Shares Held
16,713
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
4.84%
of 13F equity value
Holder Rank
#164
of 369 holders
Holding Since
Dec 2021
19 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, 2026Rockwood Wealth Management, LLC holds $4,957,998 across 4 Oil & Gas Midstream names. WES ranks #3 (14.8% of the industry book) .
All Filings in WES
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,360 | 16,713 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $688,074 | 16,713 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $660,163 | 16,713 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $656,653 | 16,713 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $646,793 | 16,713 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $684,564 | 16,713 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $642,280 | 16,713 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $639,439 | 16,713 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $664,007 | 16,713 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $594,147 | 16,713 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $489,022 | 16,713 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $455,094 | 16,713 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $443,228 | 16,713 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $881,443 | 33,426 | Shares | Sole | 2023-07-20 | |
| 2022-12-31 | $448,744 | 16,713 | Shares | Sole | 2023-07-20 | |
| 2022-09-30 | $420,499 | 16,713 | Shares | Sole | 2023-07-20 | |
| 2022-06-30 | $406,293 | 16,713 | Shares | Sole | 2023-07-20 | |
| 2022-03-31 | $421,501 | 16,713 | Shares | Sole | 2023-07-20 | |
| 2021-12-31 | $372,198 | 16,713 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||