Position in WES
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,422,990
+$467,663 QoQ
Shares Held
55,370
+16.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#93
of 370 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $639,931,332 across 20 Oil & Gas Midstream names. WES ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
1,092,301 | $292,889,589 | |
| 2 | WMB |
Williams Companies, Inc.
|
2,179,153 | $161,998,232 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
1,561,393 | $49,917,734 | |
| 4 | ENB |
Enbridge Inc
|
810,693 | $43,947,666 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
502,012 | $18,453,960 | |
| 6 | ET |
Energy Transfer LP
|
921,770 | $17,624,241 | |
| 7 | OKE |
Oneok Inc /New/
|
199,439 | $17,339,226 | |
| 8 | TNCAF |
Tc Energy Corp
|
215,414 | $14,279,792 |
All Filings in WES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,422,990 | 55,370 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,955,327 | 47,494 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $931,331 | 23,578 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $901,941 | 22,956 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $874,310 | 22,592 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $907,468 | 22,155 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $830,587 | 21,613 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $874,738 | 22,863 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $894,242 | 22,508 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $785,192 | 22,087 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $687,492 | 23,496 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $636,828 | 23,387 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $624,705 | 23,556 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $604,611 | 22,928 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $623,107 | 23,207 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $596,870 | 23,723 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $570,239 | 23,457 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $628,154 | 24,907 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $547,172 | 24,570 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $453,154 | 21,620 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $443,308 | 20,696 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $383,437 | 20,626 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $221,092 | 15,998 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $328,992 | 41,124 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $413,838 | 41,219 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $50,100 | 15,463 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||