WES β€” Western Midstream Partners, L.P.

Ownership history in Tortoise Index Solutions, LLC  Β·  21 quarters on record

AI Ownership Summary

Tortoise Index Solutions, LLC reported Western Midstream Partners, L.P. (WES) in 21 quarterly 13F filings from 2023 Q3 through 2024 Q1. Peak portfolio weight reached 1.41% in 2024 Q1. The latest visible filing shows WES at 1.41% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tortoise Index Solutions, LLC's position in Western Midstream Partners, L.P., 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
2024 Q1

WES was reported at 1.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2024 Q1

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

Time in book
Holding Window
2023 Q3 to 2024 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.

WES stock page Tortoise Index Solutions, LLC fund profile Tortoise Index Solutions, LLC full holdings
How Tortoise Index Solutions, LLC held WES β€” position size vs. price
% of Fund (quarterly)    WES price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q1 REDUCED 196,775 -54,091 -21.6% 1.41% $7.0M 2024-05-15 (Est.) $32.36
2023 Q4 ADDED 250,866 +25,601 +11.4% 1.36% $7.3M 2024-02-14 $23.33
2023 Q3 ADDED 225,265 +44,245 +24.4% 1.27% $6.1M 2023-11-13 $22.42
18 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding WES

As of 2025 Q4 β€” 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%

FAQ About Tortoise Index Solutions, 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 Tortoise Index Solutions, LLC reported owning WES?

Tortoise Index Solutions, LLC reported WES across 3 quarterly 13F filings, from 2023 Q3 through 2024 Q1.

What was the largest reported WES position in Tortoise Index Solutions, LLC's portfolio?

The largest reported portfolio weight for WES was 1.41% in 2024 Q1.

What is the latest reported WES position on this page?

The most recent filing on this page is 2024 Q1, when Tortoise Index Solutions, LLC reported 196,775 shares, equal to 1.41% of portfolio, with an estimated market value of $7.0M.

What does the chart on this WES ownership page compare?

The chart compares Tortoise Index Solutions, 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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