Position in WES
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$8,458,500
+$518,052 QoQ
Shares Held
205,453
+2.2% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026STEPHENS INC /AR/ holds $107,520,361 across 17 Oil & Gas Midstream names. WES ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
1,380,437 | $26,642,434 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
632,544 | $23,935,464 | |
| 3 | WMB |
Williams Companies, Inc.
|
161,120 | $11,726,313 | |
| 4 | MPLX |
Mplx LP
|
151,660 | $8,655,236 | |
| 5 | WES |
Western Midstream Partners, LP
This page
|
205,453 | $8,458,500 | |
| 6 | PAGP |
Plains Gp Holdings LP
|
257,905 | $6,261,933 | |
| 7 | ENB |
Enbridge Inc
|
82,867 | $4,486,419 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
117,516 | $3,940,311 |
All Filings in WES
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,458,500 | 205,453 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $7,940,448 | 201,024 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $7,869,904 | 200,303 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $5,083,670 | 131,361 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $1,706,147 | 41,654 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $1,506,110 | 39,191 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $1,565,446 | 40,916 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $1,625,592 | 40,916 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $1,454,528 | 40,915 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,226,432 | 41,915 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,139,711 | 41,855 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,109,994 | 41,855 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,057,015 | 40,084 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,058,802 | 39,434 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $992,159 | 39,434 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $957,765 | 39,398 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $993,617 | 39,398 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $674,157 | 30,272 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $364,305 | 17,381 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $441,294 | 20,602 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $383,270 | 20,617 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $295,540 | 21,385 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $117,608 | 14,701 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $152,296 | 15,169 | Shares | Defined | 2020-08-24 | |
| No filing history on record for this holder in this stock. | ||||||