Position in WES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$42,708,665
+$2,199,692 QoQ
Shares Held
975,975
-0.8% QoQ
Ownership
0.248%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#26
of 370 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,202,991,113 across 34 Oil & Gas Midstream names. WES ranks #9 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
3,905,784 | $290,355,978 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
4,038,337 | $148,449,265 | |
| 3 | ENB |
Enbridge Inc
|
2,605,789 | $141,259,820 | |
| 4 | ET |
Energy Transfer LP
|
6,570,729 | $125,632,336 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
435,865 | $104,176,090 | |
| 6 | OKE |
Oneok Inc /New/
|
926,836 | $80,579,119 | |
| 7 | MPLX |
Mplx LP
|
1,306,287 | $73,583,145 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
1,968,184 | $62,922,838 |
All Filings in WES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,708,665 | 975,975 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $40,508,973 | 983,944 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $38,245,361 | 968,237 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $38,157,543 | 971,177 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $37,550,686 | 970,302 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $31,985,991 | 780,908 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $30,171,238 | 785,096 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,146,120 | 108,367 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,029,332 | 76,248 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,282,558 | 64,207 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,928,906 | 65,923 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,913,561 | 70,274 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,854,331 | 69,922 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,761,146 | 66,786 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,628,640 | 60,657 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,634,267 | 64,955 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,406,017 | 57,837 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,335,575 | 52,957 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,199,529 | 53,863 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,123,057 | 53,581 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,172,401 | 54,734 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,127,408 | 60,646 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $790,282 | 57,184 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $567,608 | 70,951 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $597,067 | 59,469 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $221,972 | 68,510 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||