Vault-13

WESTERN MIDSTREAM PARTNERS L WES

COM UNIT LP INT · MLP · CUSIP 958669103

191 institutional holders -8 vs Q4 2022
168,500,025168.5m shares reported held*
$4.5bnreported value*
13 new 66 added 55 reduced 20 sold out net bought ≈ $188.9m (+7.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($11.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.74. Options: 11 managers hold calls ($27.3m notional), 9 hold puts ($7.4m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 191Q4 22: 199Q1 23: 191191Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022191
Q4 2022199
Q1 2023191

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 84 bought or addedQ4 22: 66 cut or sold outQ4 22Q1 23: 79 bought or addedQ1 23: 75 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20228466
Q1 20237975

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60mQ3 22 calls: $46.8mQ3 22 puts: $12.4mQ3 22P/C 0.26Q4 22 calls: $33.2mQ4 22 puts: $11.6mQ4 22P/C 0.35Q1 23 calls: $27.3mQ1 23 puts: $7.4mQ1 23P/C 0.27
Numbers
QuarterCallsPutsP/C
Q3 2022$46.8m$12.4m0.26
Q4 2022$33.2m$11.6m0.35
Q1 2023$27.3m$7.4m0.27

Biggest buyers

ALPS ADVISORS INC Added +3,695,016+3.7m
Invesco Ltd. Added +2,158,897+2.2m
GOLDMAN SACHS GROUP INC Added +1,497,496+1.5m
Mirae Asset Global Investments Co., Ltd. Added +1,309,095+1.3m
CIBC Private Wealth Group LLC Added +1,201,011+1.2m
BARCLAYS PLC Added +1,102,543+1.1m
WESTWOOD HOLDINGS GROUP INC Added +1,025,532+1.0m
MORGAN STANLEY Added +445,312+445.3k
CHICKASAW CAPITAL MANAGEMENT LLC Added +434,250+434.2k
BANK OF AMERICA CORP /DE/ Added +370,555+370.6k

Biggest sellers

DEUTSCHE BANK AG\ Reduced -2,103,710-2.1m
WELLS FARGO & COMPANY/MN Reduced -952,422-952.4k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Sold out -714,127-714.1k
FIRST TRUST ADVISORS LP Reduced -579,396-579.4k
CITIGROUP INC Reduced -514,405-514.4k
MILLER HOWARD INVESTMENTS INC /NY Reduced -300,736-300.7k
NEUBERGER BERMAN GROUP LLC Reduced -290,261-290.3k
JPMORGAN CHASE & CO Reduced -269,867-269.9k
DUFF & PHELPS INVESTMENT MANAGEMENT CO Reduced -223,000-223.0k
NATIXIS Reduced -205,000-205.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $8.6m325.0k shares
CITADEL ADVISORS LLC Added $4.8m182.0k shares
GROUP ONE TRADING LLC Added $3.7m139.6k shares
JANE STREET GROUP, LLC Reduced $2.8m104.9k shares
Caption Management, LLC Added $2.1m80.0k shares
PEAK6 Investments LLC Reduced $1.8m68.0k shares
Parallax Volatility Advisers, L.P. New $1.7m65.0k shares
Walleye Trading LLC Reduced $930.9k35.3k shares
SIMPLEX TRADING, LLC Reduced $880.0k33.4k shares
HAP Trading, LLC New $10.0k15.1k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $3.8m142.6k shares
CITADEL ADVISORS LLC Reduced $2.2m82.7k shares
SIMPLEX TRADING, LLC Added $566.0k21.5k shares
JANE STREET GROUP, LLC New $464.1k17.6k shares
Walleye Trading LLC Reduced $205.7k7.8k shares
PEAK6 Investments LLC Reduced $142.4k5.4k shares
GROUP ONE TRADING LLC Added $87.0k3.3k shares
HAP Trading, LLC New $7.0k13.7k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
OCCIDENTAL PETROLEUM CORP /DE/ 13D · may seek influence -2.3 pts · filed 2026-02-05 38.3% -2.3 pts 150.4m≈ $6.6bn 2026-02-05
ALPS ADVISORS INC 13G · institution +0.2 pts · filed 2026-10-07 9.0% +0.2 pts 37.4m≈ $1.6bn 2026-10-07

Insider purchases and sales in Q1 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 0 buyingQ4 21: 0 sellingQ1 22: 0 buyingQ1 22: 0 sellingQ1 22Q2 22: 1 buyingQ2 22: 0 sellingQ3 22: 0 buyingQ3 22: 0 sellingQ3 22Q4 22: 0 buyingQ4 22: 0 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20210—0——
Q3 20210—0——
Q4 20210—0——
Q1 20220—0——
Q2 20221$57.2k0——
Q3 20220—0——
Q4 20220—0——
Q1 20230—0——

None reported in Q1 2023.

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALPS ADVISORS INC 6.79% of their portfolio Denver, CO 29,137,18229.1m $768.3m $768.3m 6.79% Added +3.7m +3,695,016
2 Invesco Ltd. 0.13% of their portfolio ATLANTA, GA 18,014,47218.0m $475.0m $475.0m 0.13% Added +2.2m +2,158,897
3 Blackstone Inc. 1.95% of their portfolio NEW YORK, NY 17,615,12417.6m $464.5m $464.5m 1.95% Reduced -66.6k -66,553
4 TORTOISE CAPITAL ADVISORS, L.L.C. 4.99% of their portfolio OVERLAND PARK, KS 12,598,07112.6m $332.2m $332.2m 4.99% Reduced -34.3k -34,277
5 GOLDMAN SACHS GROUP INC 0.08% of their portfolio NEW YORK, NY 10,768,38110.8m $284.0m $284.0m 0.08% Added +1.5m +1,497,496
6 NEUBERGER BERMAN GROUP LLC 0.21% of their portfolio NEW YORK, NY 8,676,8508.7m $228.8m $228.8m 0.21% Reduced -290.3k -290,261
7 CHICKASAW CAPITAL MANAGEMENT LLC 11.30% of their portfolio MEMPHIS, TN 8,044,7778.0m $212.1m $212.1m 11.30% Added +434.2k +434,250
8 Clearbridge Investments, LLC 0.12% of their portfolio NEW YORK, NY 4,925,9654.9m $129.9m $129.9m 0.12% Added +2.6k +2,600
9 Mirae Asset Global Investments Co., Ltd. 0.27% of their portfolio SEOUL, M5 4,445,8994.4m $117.2m $117.2m 0.27% Added +1.3m +1,309,095
10 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 4,322,9694.3m $114.0m $114.0m 0.01% Reduced -269.9k -269,867
11 KAYNE ANDERSON CAPITAL ADVISORS LP 3.06% of their portfolio LOS ANGELES, CA 3,899,3743.9m $102.8m $102.8m 3.06% Added +155.8k +155,800
12 CIBC Private Wealth Group LLC 0.17% of their portfolio ATLANTA, GA 3,446,3323.4m $153.2m $153.2m 0.17% Added +1.2m +1,201,011
13 UBS Group AG 0.04% of their portfolio ZURICH, V8 3,176,8873.2m $83.8m $83.8m 0.04% Reduced -60.0k -60,021
14 WESTWOOD HOLDINGS GROUP INC 0.74% of their portfolio DALLAS, TX 3,116,0423.1m $82.2m $82.2m 0.74% Added +1.0m +1,025,532
15 RR Advisors, LLC 13.81% of their portfolio DALLAS, TX 3,006,0003.0m $79.3m $79.3m 13.81% Reduced -120.0k -120,000
16 BARCLAYS PLC 0.08% of their portfolio LONDON, X0 2,799,8762.8m $73.8m $73.8m 0.08% Added +1.1m +1,102,543
17 Brookfield Corp /ON/ 0.26% of their portfolio TORONTO, A6 2,508,9192.5m $66.2m $66.2m 0.26% Added +51.1k +51,125
18 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,235,3082.2m $58.9m $58.9m 0.01% Added +445.3k +445,312
19 EAGLE GLOBAL ADVISORS LLC 3.60% of their portfolio Houston, TX 2,022,7482.0m $53.3m $53.3m 3.60% Reduced -27.1k -27,083
20 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,748,0511.7m $46.1m $46.1m 0.01% Added +370.6k +370,555
21 BERKLEY W R CORP 2.68% of their portfolio Greenwich, CT 1,603,2751.6m $42.3m $42.3m 2.68% Unchanged
22 INFRASTRUCTURE CAPITAL ADVISORS, LLC 7.36% of their portfolio New York, NY 1,418,6881.4m $37.4m $37.4m 7.36% Added +62.1k +62,079
23 Fractal Investments LLC 8.52% of their portfolio Glastonbury, CT 1,390,8301.4m $36.7m $36.7m 8.52% Added +98.8k +98,800
24 MILLER HOWARD INVESTMENTS INC /NY 1.29% of their portfolio KINGSTON, NY 1,349,0961.3m $35.6m $35.6m 1.29% Reduced -300.7k -300,736
25 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3.17% of their portfolio DALLAS, TX 1,185,5871.2m $31.3m $31.3m 3.17% Reduced -97.8k -97,769
26 JENNISON ASSOCIATES LLC 0.03% of their portfolio NEW YORK, NY 1,182,2931.2m $31.2m $31.2m 0.03% Reduced -177.5k -177,480
27 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,106,2891.1m $29.2m $29.2m 0.01% Reduced -952.4k -952,422
28 FIRST TRUST ADVISORS LP 0.03% of their portfolio Wheaton, IL 1,103,1201.1m $29.1m $29.1m 0.03% Reduced -579.4k -579,396
29 Recurrent Investment Advisors LLC 5.25% of their portfolio HOUSTON, TX 1,006,8301.0m $26.6m $26.6m 5.25% Added +104.1k +104,134
30 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.20% of their portfolio CHICAGO, IL 626,252626.3k $16.5m $16.5m 0.20% Reduced -223.0k -223,000
31 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 595,260595.3k $15.7m $15.7m 0.01% Reduced -2.1m -2,103,710
32 Allianz Asset Management GmbH 0.03% of their portfolio MUNICH, 2M 552,856552.9k $14.6m $14.6m 0.03% Reduced -8.7k -8,700
33 FMR LLC 0.00% of their portfolio BOSTON, MA 515,960516.0k $13.6m $13.6m 0.00% Added +207.6k +207,571
34 Energy Income Partners, LLC 0.30% of their portfolio Westport, CT 510,020510.0k $13.4m $13.4m 0.30% Reduced -6.7k -6,668
35 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2.65% of their portfolio BOSTON, MA 438,760438.8k $11.6m $11.6m 2.65% Unchanged
36 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 306,219306.2k $8.1m $8.1m 0.02% Added +29.0k +28,973
37 Adams Asset Advisors, LLC 1.07% of their portfolio DALLAS, TX 303,878303.9k $8.0m $8.0m 1.07% Unchanged
38 Knollwood Investment Advisory, LLC 2.72% of their portfolio HUNT VALLEY, MD 301,032301.0k $7.9m $7.9m 2.72% Unchanged
39 NBW CAPITAL LLC 1.93% of their portfolio BOSTON, MA 300,885300.9k $7.9m $7.9m 1.93% Reduced -57.6k -57,595
40 NEXPOINT ASSET MANAGEMENT, L.P. 0.79% of their portfolio Dallas, TX 278,100278.1k $7.3m $7.3m 0.79% Unchanged
41 Terril Brothers, Inc. 3.44% of their portfolio St. Louis, MO 277,350277.4k $7.3m $7.3m 3.44% Added +46.5k +46,500
42 Sovereign Investment Advisors, LLC 2.87% of their portfolio PHOENIX, AZ 274,479274.5k $7.2m $7.2m 2.87% Unchanged
43 Heronetta Management, L.P. 4.20% of their portfolio NEW YORK, NY 216,773216.8k $5.7m $5.7m 4.20% Reduced -62.0k -61,973
44 NATIXIS 0.05% of their portfolio PARIS, I0 205,000205.0k $5.4m $5.4m 0.05% Reduced -205.0k -205,000
45 Tortoise Index Solutions, LLC 1.01% of their portfolio OVERLAND PARK, KS 201,617201.6k $5.3m $5.3m 1.01% Reduced -30.6k -30,630
46 Maryland State Retirement & Pension System 0.12% of their portfolio BALTIMORE, MD 197,225197.2k $5.2m $5.2m 0.12% Added +150.7k +150,663
47 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 191,126191.1k $5.0m $5.0m 0.00% Reduced -11.8k -11,785
48 CASTLEARK MANAGEMENT LLC 0.24% of their portfolio CHICAGO, IL 186,220186.2k $4.9m $4.9m 0.24% Unchanged
49 SPIRIT OF AMERICA MANAGEMENT CORP/NY 1.03% of their portfolio SYOSSET, NY 174,100174.1k $4.6m $4.6m 1.03% Added +24.0k +24,000
50 Americana Partners, LLC 0.71% of their portfolio Houston, TX 170,288170.3k $4.5m $4.5m 0.71% Reduced -3.7k -3,688
51 Catalyst Capital Advisors LLC 0.13% of their portfolio San Juan, PR 162,177162.2k $4.3m $4.3m 0.13% Unchanged
52 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 156,600156.6k $4.1m $4.1m 0.01% Reduced -36.5k -36,500
53 LONESTAR CAPITAL MANAGEMENT LLC 2.11% of their portfolio San Francisco, CA 150,000150.0k $4.0m $4.0m 2.11% Unchanged
54 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 136,626136.6k $3.6m $3.6m 0.01% Added +44.2k +44,224
55 Texas Yale Capital Corp. 0.16% of their portfolio ST. PETERSBURG, FL 121,925121.9k $3.2m $3.2m 0.16% Unchanged
56 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.07% of their portfolio BALA CYNWYD, PA 117,914117.9k $3.1m $3.1m 0.07% Reduced -53.5k -53,483
57 TECTONIC ADVISORS LLC 0.42% of their portfolio FRISCO, TX 115,838115.8k $3.1m $3.1m 0.42% Unchanged
58 GLENMEDE TRUST CO NA 0.02% of their portfolio PHILADELPHIA, PA 110,778110.8k $2.9m $2.9m 0.02% Unchanged
59 Lavaca Capital LLC 0.66% of their portfolio HOUSTON, TX 108,000108.0k $2.8m $2.8m 0.66% Unchanged
60 HENNESSY ADVISORS INC 0.20% of their portfolio NOVATO, CA 101,800101.8k $2.7m $2.7m 0.20% Added +30.0k +30,000
61 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 99,46699.5k $2.6m $2.6m 0.05% Reduced -16.4k -16,425
62 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 98,53098.5k $2.6m $2.6m 0.00% Added +15.6k +15,625
63 DIVIDEND ASSETS CAPITAL, LLC 0.48% of their portfolio Ridgeland, SC 96,56996.6k $2.3m $2.3m 0.48% Unchanged
64 SOROS FUND MANAGEMENT LLC 0.05% of their portfolio NEW YORK, NY 94,55094.5k $2.5m $2.5m 0.05% Unchanged
65 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 83,50183.5k $2.2m $2.2m 0.00% Added +48.0k +47,994
66 ELCO Management Co., LLC 1.57% of their portfolio New York, NY 81,67881.7k $2.2m $2.2m 1.57% Reduced -96 -96
67 U.S. Capital Wealth Advisors, LLC 0.10% of their portfolio AUSTIN, TX 80,86180.9k $2.1m $2.1m 0.10% Unchanged
68 CHILTON CAPITAL MANAGEMENT LLC 0.12% of their portfolio HOUSTON, TX 79,99980.0k $2.1m $2.1m 0.12% Unchanged
69 Mariner, LLC 0.01% of their portfolio Overland Park, KS 78,48978.5k $2.1m $2.1m 0.01% Reduced -6.4k -6,368
70 AlphaStar Capital Management, LLC 0.18% of their portfolio CORNELIUS, NC 78,45078.5k $2.1m $2.1m 0.18% Unchanged
71 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 76,54376.5k $2.0m $2.0m 0.00% Added +1.1k +1,092
72 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 76,44776.4k $2.0m $2.0m 0.00% Reduced -54.4k -54,396
73 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 66,78666.8k $1.8m $1.8m 0.00% Added +6.1k +6,129
74 EVERGREEN CAPITAL MANAGEMENT LLC 0.08% of their portfolio Bellevue, WA 66,08966.1k $1.7m $1.7m 0.08% Unchanged
75 Livforsakringsbolaget Skandia, Omsesidigt 0.18% of their portfolio Stockholm, V7 65,40065.4k $1.7m $1.7m 0.18% Unchanged
76 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 0.26% of their portfolio Fort Collins, CO 58,87258.9k $1.6m $1.6m 0.26% Added +21.9k +21,901
77 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio NEW YORK, NY 58,70158.7k $1.5m $1.5m 0.01% Reduced -770 -770
78 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 55,21055.2k $1.5m $1.5m 0.00% Added +12.3k +12,325
79 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 55,16155.2k $1.5m $1.5m 0.00% Reduced -514.4k -514,405
80 BlackRock Inc. 0.00% of their portfolio New York, NY 53,28053.3k $1.4m $1.4m 0.00% Unchanged
81 ALBERT D MASON INC 0.90% of their portfolio BOSTON, MA 49,07849.1k $1.3m $1.3m 0.90% Reduced -81 -81
82 BASSO CAPITAL MANAGEMENT, L.P. 1.10% of their portfolio STAMFORD, CT 43,20043.2k $1.1m $1.1m 1.10% Unchanged
83 Aveo Capital Partners, LLC 0.15% of their portfolio ENGLEWOOD, CO 42,44542.4k $1.1m $1.1m 0.15% Reduced -4.3k -4,300
84 Zurich Insurance Group Ltd/FI 0.01% of their portfolio ZURICH, V8 40,70040.7k $1.1m $1.1m 0.01% Unchanged
85 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 40,08440.1k $1.1m $1.1m 0.02% Added +650 +650
86 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 38,09538.1k $1.0m $1.0m 0.00% Added +7.1k +7,124
87 Parkwood LLC 0.19% of their portfolio CLEVELAND, OH 37,90337.9k $1.0m $1.0m 0.19% Added +777 +777
88 OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio NEW YORK, NY 37,80637.8k $996.9k $996.9k 0.02% Added +5.3k +5,336
89 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 37,34837.3k $986.0k $986.0k 0.00% Added +2.1k +2,134
90 B. Riley Wealth Advisors, Inc. 0.03% of their portfolio MEMPHIS, TN 35,85435.9k $945.5k $945.5k 0.03% Reduced -192 -192
91 Requisite Capital Management, LLC 0.29% of their portfolio DALLAS, TX 35,13335.1k $926.5k $926.5k 0.29% Unchanged
92 Rockwood Wealth Management, LLC 0.17% of their portfolio New Hope, PA 33,42633.4k $881.5k $881.5k 0.17% Added +16.7k +16,713
93 IEQ CAPITAL, LLC 0.02% of their portfolio Foster City, CA 32,46432.5k $856.1k $856.1k 0.02% Added +4.5k +4,454
94 True North Advisors, LLC 0.23% of their portfolio Dallas, TX 28,85928.9k $761.0k $761.0k 0.23% New
95 Lindbrook Capital, LLC 0.09% of their portfolio CALABASAS, CA 28,25128.3k $745.0k $745.0k 0.09% Added +6.5k +6,475
96 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 27,98928.0k $738.1k $738.1k 0.00% Added +3.1k +3,076
97 W1M Asset Management Ltd 0.07% of their portfolio London, X0 27,62627.6k $728.5k $728.5k 0.07% Unchanged
98 Chicago Partners Investment Group LLC 0.04% of their portfolio CHICAGO, IL 25,65725.7k $689.4k $689.4k 0.04% Added +188 +188
99 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 25,64725.6k $676.3k $676.3k 0.01% Added +2.2k +2,177
100 Cullen/Frost Bankers, Inc. 0.01% of their portfolio San Antonio, TX 24,75624.8k $652.8k $652.8k 0.01% Unchanged