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Rockwood Wealth Management, LLC → WES
Rockwood Wealth Management, LLC WES Position History
Western Midstream Partners, LP • Energy
Quarters held
4
Latest value
$742K
Q3 2026
Peak value
$742K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $660K |
| Q1 2026 | $688K |
| Q2 2026 | $731K |
| Q3 2026 | $742K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $742K | 16.7K | — | — |
| Q2 2026 | $731K | 16.7K | — | — |
| Q1 2026 | $688K | 16.7K | — | — |
| Q4 2025 | $660K | 16.7K | — | — |
Other funds holding WES
$669.5M
$641.8M
$586.5M
$583.6M
$464.9M
$464.5M
$461.5M
$453.7M