WES — WESTERN MIDSTREAM

Ownership history in Integrated Wealth Concepts LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in WESTERN MIDSTREAM (WES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,022 +254 +3.8% 0.00% $276K $37.52
2025 Q2 REDUCED 6,768 -68 -1.0% 0.00% $262K $36.13
2025 Q1 ADDED 6,836 +3 +0.0% 0.00% $280K $37.31
2024 Q4 ADDED 6,833 +306 +4.7% 0.00% $263K $34.26
2024 Q3 INITIATED 6,527 — — 0.00% $250K $33.32
% of Fund (quarterly)    WES price (monthly, adj. close)

Other funds also holding WES

As of 2025 Q4 — sorted by position size

LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3Y 7Y 9.71% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 9.21% Fractal Investments LLC 3Y 8.7% ALPS ADVISORS INC 3Y 7Y 8.07% Belfer Management LLC 3Y 7Y 7.0% Heronetta Management, L.P. 3Y 7Y 4.71% INFRASTRUCTURE CAPITAL ADVISORS, LLC 3Y 7Y 4.42% TORTOISE CAPITAL ADVISORS, L.L.C. 3Y 7Y 4.29% TERRIL BROTHERS, INC. 3Y 7Y 4.16% Recurrent Investment Advisors LLC 3Y 3.91%
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