Back to WES
INDEPENDENT FINANCIAL GROUP, LLC → WES
INDEPENDENT FINANCIAL GROUP, LLC WES Position History
Western Midstream Partners, LP • Energy
Quarters held
28
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $37K |
| Q2 2020 | $296K |
| Q3 2020 | $244K |
| Q4 2020 | $223K |
| Q1 2021 | $320K |
| Q2 2021 | $420K |
| Q3 2021 | $419K |
| Q4 2021 | $412K |
| Q1 2022 | $204K |
| Q2 2022 | $318K |
| Q3 2022 | $420K |
| Q4 2022 | $432K |
| Q1 2023 | $399K |
| Q2 2023 | $401K |
| Q3 2023 | $406K |
| Q4 2023 | $439K |
| Q1 2024 | $249K |
| Q2 2024 | $1M |
| Q3 2024 | $1.2M |
| Q4 2024 | $1.2M |
| Q1 2025 | $1.2M |
| Q2 2025 | $1.3M |
| Q3 2025 | $1.4M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.5M |
| Q2 2026 | $1.5M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 33.7K | — | — |
| Q2 2026 | $1.5M | 34.4K | — | — |
| Q1 2026 | $1.5M | 35.7K | — | — |
| Q1 2026 | $1.3M | 31.7K | — | — |
| Q4 2025 | $1.5M | 37.9K | — | — |
| Q3 2025 | $1.4M | 35.1K | — | — |
| Q2 2025 | $1.3M | 32.5K | — | — |
| Q1 2025 | $1.2M | 29.5K | — | — |
| Q4 2024 | $1.2M | 30.3K | — | — |
| Q3 2024 | $1.2M | 31.1K | — | — |
| Q2 2024 | $1M | 25.4K | — | — |
| Q1 2024 | $249K | 7.0K | — | — |
| Q4 2023 | $439K | 15.0K | — | — |
| Q3 2023 | $406K | 14.9K | — | — |
| Q2 2023 | $401K | 15.1K | — | — |
| Q1 2023 | $399K | 15.1K | — | — |
| Q4 2022 | $432K | 16.1K | — | — |
| Q3 2022 | $420K | 16.7K | — | — |
| Q2 2022 | $318K | 13.1K | — | — |
| Q1 2022 | $204K | 8.1K | — | — |
| Q4 2021 | $412K | 18.5K | — | — |
| Q3 2021 | $419K | 20.0K | — | — |
| Q2 2021 | $420K | 19.6K | — | — |
| Q1 2021 | $320K | 17.2K | — | — |
| Q4 2020 | $223K | 16.1K | — | — |
| Q3 2020 | $244K | 30.5K | — | — |
| Q2 2020 | $296K | 29.5K | — | — |
| Q1 2020 | $37K | 11.5K | — | — |
Other funds holding WES
$669.5M
$641.8M
$586.5M
$583.6M
$464.9M
$464.5M
$461.5M
$453.7M