Kercheville Advisors, LLC WES β€” WESTERN MIDSTREAM PARTNERS L

Ownership history in Kercheville Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

Kercheville Advisors, LLC reported WESTERN MIDSTREAM PARTNERS L (WES) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.25% in 2026 Q1. The latest visible filing shows WES at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kercheville Advisors, LLC's position in WESTERN MIDSTREAM PARTNERS L, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WES was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kercheville Advisors, LLC held WES β€” position size vs. price
% of Fund (quarterly)    WES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 19,300 +7,900 +69.3% 0.25% $795K 2026-04-20 $40.69
2025 Q4 INITIATED β€” β€” β€” 11,400 β€” β€” 0.12% $465K 2026-01-29 $40.86

FAQ About Kercheville Advisors, LLC and WES

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kercheville Advisors, LLC reported owning WES?

Kercheville Advisors, LLC reported WES across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported WES position in Kercheville Advisors, LLC's portfolio?

The largest reported portfolio weight for WES was 0.25% in 2026 Q1.

What is the latest reported WES position on this page?

The most recent filing on this page is 2026 Q1, when Kercheville Advisors, LLC reported 19,300 shares, equal to 0.25% of portfolio, with an estimated market value of $795K.

What does the chart on this WES ownership page compare?

The chart compares Kercheville Advisors, LLC's quarterly WES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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