INDEPENDENT FINANCIAL GROUP, LLC

Position in WES — Western Midstream Partners, LP

CIK 275484 SAN DIEGO, CA

Position in WES

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,505,037

+$34,075 QoQ

Shares Held

34,393

-3.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#26

of 124 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $18,040,968 across 15 Oil & Gas Midstream names. WES ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	171,027	$6,286,952
2	ET	Energy Transfer LP	175,693	$3,359,250
3	WES	Western Midstream Partners, LP This page	34,393	$1,505,037
4	ENB	Enbridge Inc	22,657	$1,228,235
5	KMI	Kinder Morgan, Inc.	32,046	$1,024,510
6	SBR	Sabine Royalty Trust	11,154	$816,472
7	PAGP	Plains Gp Holdings LP	22,434	$544,473
8	WMB	Williams Companies, Inc.	7,320	$544,168

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,505,037	34,393	-3.7%	Shares	Sole	2026-07-15
2026-03-31	$1,470,962	35,729	-5.6%	Shares	Sole	2026-05-15
2025-12-31	$1,495,391	37,858	+7.9%	Shares	Sole	2026-05-15
2025-09-30	$1,378,096	35,075	+8.0%	Shares	Sole	2026-05-15
2025-06-30	$1,256,550	32,469	+10.2%	Shares	Sole	2026-05-15
2025-03-31	$1,206,763	29,462	-2.9%	Shares	Sole	2026-05-19
2024-12-31	$1,166,273	30,348	-2.3%	Shares	Sole	2026-06-12
2024-09-30	$1,188,852	31,073	+22.6%	Shares	Sole	2026-06-12
2024-06-30	$1,007,314	25,354	+261.3%	Shares	Sole	2026-06-12
2024-03-31	$249,489	7,018	-53.3%	Shares	Sole	2026-06-12
2023-12-31	$439,426	15,018	+0.7%	Shares	Sole	2026-06-12
2023-09-30	$406,217	14,918	-1.3%	Shares	Sole	2026-06-12
2023-06-30	$400,929	15,118	0.0%	Shares	Sole	2026-06-12
2023-03-31	$398,661	15,118	-6.1%	Shares	Sole	2026-06-12
2022-12-31	$432,285	16,100	-3.6%	Shares	Sole	2026-06-15
2022-09-30	$420,172	16,700	+27.5%	Shares	Sole	2026-06-15
2022-06-30	$318,461	13,100	+61.7%	Shares	Sole	2026-06-12
2022-03-31	$204,282	8,100	-56.2%	Shares	Sole	2026-06-12
2021-12-31	$411,995	18,500	-7.5%	Shares	Sole	2026-06-15
2021-09-30	$419,200	20,000	+1.9%	Shares	Sole	2026-06-15
2021-06-30	$420,324	19,623	+14.1%	Shares	Sole	2026-06-15
2021-03-31	$319,748	17,200	+6.8%	Shares	Sole	2026-06-15
2020-12-31	$222,502	16,100	-47.2%	Shares	Sole	2026-06-15
2020-09-30	$244,000	30,500	+3.4%	Shares	Sole	2026-06-15
2020-06-30	$296,180	29,500	+156.5%	Shares	Sole	2026-06-15
2020-03-31	$37,260	11,500	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.