Back to WES
Concurrent Investment Advisors, LLC → WES
Concurrent Investment Advisors, LLC WES Position History
Western Midstream Partners, LP • Energy
Quarters held
7
Latest value
$785K
Q3 2026
Peak value
$785K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $246K |
| Q4 2025 | $393K |
| Q1 2026 | $707K |
| Q1 2026 | $10K |
| Q2 2026 | $736K |
| Q2 2026 | $101K |
| Q3 2026 | $785K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $785K | 17.7K | — | — |
| Q2 2026 | $101K | 2.3K | — | — |
| Q2 2026 | $736K | 16.8K | — | — |
| Q1 2026 | $10K | 242 | — | — |
| Q1 2026 | $707K | 17.2K | — | — |
| Q4 2025 | $393K | 9.9K | — | — |
| Q3 2025 | $246K | 6.3K | — | — |
Other funds holding WES
$669.5M
$641.8M
$586.5M
$583.6M
$464.9M
$464.5M
$461.5M
$453.7M