Vault-13

WESTERN MIDSTREAM PARTNERS L WES

COM UNIT LP INT · MLP · CUSIP 958669103

184 institutional holders -7 vs Q1 2023
164,775,166164.8m shares reported held*
$4.3bnreported value*
10 new 53 added 60 reduced 17 sold out net sold ≈ $145.0m (-5.5m 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 ≈ $26.25. Options: 11 managers hold calls ($36.1m notional), 7 hold puts ($9.2m).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 191Q4 22: 199Q1 23: 191Q2 23: 184184Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022191
Q4 2022199
Q1 2023191
Q2 2023184

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 23Q2 23: 63 bought or addedQ2 23: 77 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20228466
Q1 20237975
Q2 20236377

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 0.27Q2 23 calls: $36.1mQ2 23 puts: $9.2mQ2 23P/C 0.25
Numbers
QuarterCallsPutsP/C
Q3 2022$46.8m$12.4m0.26
Q4 2022$33.2m$11.6m0.35
Q1 2023$27.3m$7.4m0.27
Q2 2023$36.1m$9.2m0.25

Biggest buyers

ALPS ADVISORS INC Added +526,804+526.8k
BNP PARIBAS FINANCIAL MARKETS Added +246,427+246.4k
Mirae Asset Global Investments Co., Ltd. Added +229,730+229.7k
CAPTRUST FINANCIAL ADVISORS Added +225,689+225.7k
Invesco Ltd. Added +211,651+211.7k
EXCHANGE TRADED CONCEPTS, LLC New +181,020+181.0k
CITADEL ADVISORS LLC Added +111,560+111.6k
Jump Financial, LLC Added +81,807+81.8k
LONGFELLOW INVESTMENT MANAGEMENT CO LLC Added +75,927+75.9k
EVERGREEN CAPITAL MANAGEMENT LLC Added +48,930+48.9k

Biggest sellers

BARCLAYS PLC Reduced -1,341,002-1.3m
UBS Group AG Reduced -949,809-949.8k
CHICKASAW CAPITAL MANAGEMENT LLC Reduced -521,178-521.2k
WESTWOOD HOLDINGS GROUP INC Reduced -469,056-469.1k
FMR LLC Reduced -408,491-408.5k
TORTOISE CAPITAL ADVISORS, L.L.C. Reduced -394,432-394.4k
BANK OF AMERICA CORP /DE/ Reduced -376,272-376.3k
JPMORGAN CHASE & CO Reduced -373,649-373.6k
NEUBERGER BERMAN GROUP LLC Reduced -347,518-347.5k
GOLDMAN SACHS GROUP INC Reduced -338,308-338.3k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $11.2m422.5k shares
Caption Management, LLC Added $7.2m270.0k shares
CITADEL ADVISORS LLC Reduced $4.2m157.7k shares
GROUP ONE TRADING LLC Added $3.8m142.1k shares
UBS Group AG New $3.7m138.2k shares
JANE STREET GROUP, LLC Reduced $2.1m77.7k shares
WOLVERINE TRADING, LLC New $1.5m56.3k shares
SIMPLEX TRADING, LLC Added $1.3m50.0k shares
PEAK6 Investments LLC Reduced $798.3k30.1k shares
Walleye Trading LLC Reduced $474.7k17.9k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $5.4m204.6k shares
CITADEL ADVISORS LLC Reduced $1.3m48.0k shares
Walleye Trading LLC Added $1.3m47.7k shares
SIMPLEX TRADING, LLC Added $612.0k23.1k shares
JANE STREET GROUP, LLC Added $530.4k20.0k shares
GROUP ONE TRADING LLC Reduced $71.6k2.7k 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 Q2 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
101Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 0 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 1 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20210—0——
Q1 20220—0——
Q2 20221$57.2k0——
Q3 20220—0——
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——

None reported in Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALPS ADVISORS INC 6.83% of their portfolio Denver, CO 29,663,98629.7m $786.7m $786.7m 6.83% Added +526.8k +526,804
2 Invesco Ltd. 0.13% of their portfolio ATLANTA, GA 18,226,12318.2m $483.4m $483.4m 0.13% Added +211.7k +211,651
3 Blackstone Inc. 2.03% of their portfolio NEW YORK, NY 17,531,06117.5m $464.9m $464.9m 2.03% Reduced -84.1k -84,063
4 TORTOISE CAPITAL ADVISORS, L.L.C. 4.94% of their portfolio OVERLAND PARK, KS 12,203,63912.2m $323.6m $323.6m 4.94% Reduced -394.4k -394,432
5 GOLDMAN SACHS GROUP INC 0.07% of their portfolio NEW YORK, NY 10,430,07310.4m $276.6m $276.6m 0.07% Reduced -338.3k -338,308
6 NEUBERGER BERMAN GROUP LLC 0.20% of their portfolio NEW YORK, NY 8,329,3328.3m $220.9m $220.9m 0.20% Reduced -347.5k -347,518
7 CHICKASAW CAPITAL MANAGEMENT LLC 11.03% of their portfolio MEMPHIS, TN 7,523,5997.5m $199.5m $199.5m 11.03% Reduced -521.2k -521,178
8 Clearbridge Investments, LLC 0.12% of their portfolio NEW YORK, NY 4,916,2354.9m $130.4m $130.4m 0.12% Reduced -9.7k -9,730
9 Mirae Asset Global Investments Co., Ltd. 0.27% of their portfolio SEOUL, M5 4,675,6294.7m $124.0m $124.0m 0.27% Added +229.7k +229,730
10 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 3,949,3203.9m $104.7m $104.7m 0.01% Reduced -373.6k -373,649
11 KAYNE ANDERSON CAPITAL ADVISORS LP 3.12% of their portfolio LOS ANGELES, CA 3,899,3743.9m $103.4m $103.4m 3.12% Unchanged
12 CIBC Private Wealth Group LLC 0.09% of their portfolio ATLANTA, GA 3,244,0403.2m $86.0m $86.0m 0.09% Reduced -202.3k -202,292
13 RR Advisors, LLC 13.31% of their portfolio DALLAS, TX 2,747,0002.7m $72.9m $72.9m 13.31% Reduced -259.0k -259,000
14 WESTWOOD HOLDINGS GROUP INC 0.63% of their portfolio DALLAS, TX 2,646,9862.6m $70.2m $70.2m 0.63% Reduced -469.1k -469,056
15 Brookfield Corp /ON/ 0.26% of their portfolio TORONTO, A6 2,503,2672.5m $66.4m $66.4m 0.26% Reduced -5.7k -5,652
16 UBS Group AG 0.03% of their portfolio ZURICH, V8 2,227,0782.2m $59.1m $59.1m 0.03% Reduced -949.8k -949,809
17 EAGLE GLOBAL ADVISORS LLC 3.58% of their portfolio Houston, TX 2,047,5682.0m $54.3m $54.3m 3.58% Added +24.8k +24,820
18 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,023,6212.0m $53.7m $53.7m 0.01% Reduced -211.7k -211,687
19 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,688,5611.7m $42 $42 0.00% First filing
20 BERKLEY W R CORP 2.56% of their portfolio Greenwich, CT 1,603,2751.6m $42.5m $42.5m 2.56% Unchanged
21 BARCLAYS PLC 0.03% of their portfolio LONDON, X0 1,458,8741.5m $38.7m $38.7m 0.03% Reduced -1.3m -1,341,002
22 INFRASTRUCTURE CAPITAL ADVISORS, LLC 5.62% of their portfolio New York, NY 1,439,8691.4m $38.2m $38.2m 5.62% Added +21.2k +21,181
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,371,7791.4m $36.4m $36.4m 0.00% Reduced -376.3k -376,272
24 MILLER HOWARD INVESTMENTS INC /NY 1.26% of their portfolio KINGSTON, NY 1,330,7641.3m $35.3m $35.3m 1.26% Reduced -18.3k -18,332
25 Fractal Investments LLC 7.83% of their portfolio Glastonbury, CT 1,325,5611.3m $35.2m $35.2m 7.83% Reduced -65.3k -65,269
26 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,108,4611.1m $29.4m $29.4m 0.01% Added +2.2k +2,172
27 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 2.73% of their portfolio DALLAS, TX 1,063,5771.1m $28.2m $28.2m 2.73% Reduced -122.0k -122,010
28 Recurrent Investment Advisors LLC 4.70% of their portfolio HOUSTON, TX 1,047,7351.0m $27.8m $27.8m 4.70% Added +40.9k +40,905
29 FIRST TRUST ADVISORS LP 0.03% of their portfolio Wheaton, IL 965,975966.0k $25.6m $25.6m 0.03% Reduced -137.1k -137,145
30 JENNISON ASSOCIATES LLC 0.02% of their portfolio NEW YORK, NY 927,616927.6k $24.6m $24.6m 0.02% Reduced -254.7k -254,677
31 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.20% of their portfolio CHICAGO, IL 622,000622.0k $16.5m $16.5m 0.20% Reduced -4.3k -4,252
32 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 595,260595.3k $15.8m $15.8m 0.01% Unchanged
33 Allianz Asset Management GmbH 0.03% of their portfolio MUNICH, 2M 552,856552.9k $14.7m $14.7m 0.03% Unchanged
34 Energy Income Partners, LLC 0.30% of their portfolio Westport, CT 531,290531.3k $14.1m $14.1m 0.30% Added +21.3k +21,270
35 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3.13% of their portfolio BOSTON, MA 514,687514.7k $13.6m $13.6m 3.13% Added +75.9k +75,927
36 BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio PARIS, I0 383,053383.1k $10.2m $10.2m 0.02% Added +246.4k +246,427
37 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 308,950308.9k $8.2m $8.2m 0.01% Added +2.7k +2,731
38 Adams Asset Advisors, LLC 1.18% of their portfolio DALLAS, TX 303,878303.9k $8.1m $8.1m 1.18% Unchanged
39 Knollwood Investment Advisory, LLC 2.69% of their portfolio HUNT VALLEY, MD 301,032301.0k $8.0m $8.0m 2.69% Unchanged
40 Terril Brothers, Inc. 3.24% of their portfolio St. Louis, MO 276,500276.5k $7.3m $7.3m 3.24% Reduced -850 -850
41 Sovereign Investment Advisors, LLC 2.75% of their portfolio PHOENIX, AZ 274,479274.5k $7.3m $7.3m 2.75% Unchanged
42 NBW CAPITAL LLC 1.65% of their portfolio BOSTON, MA 266,755266.8k $7.1m $7.1m 1.65% Reduced -34.1k -34,130
43 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 235,205235.2k $6.2m $6.2m 0.02% Added +225.7k +225,689
44 Heronetta Management, L.P. 4.20% of their portfolio NEW YORK, NY 216,773216.8k $5.7m $5.7m 4.20% Unchanged
45 NATIXIS 0.05% of their portfolio PARIS, I0 205,000205.0k $5.4m $5.4m 0.05% Unchanged
46 Maryland State Retirement & Pension System 0.11% of their portfolio BALTIMORE, MD 203,112203.1k $5.4m $5.4m 0.11% Added +5.9k +5,887
47 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 198,565198.6k $5.3m $5.3m 0.00% Added +7.4k +7,439
48 EXCHANGE TRADED CONCEPTS, LLC 0.12% of their portfolio Oklahoma City, OK 181,020181.0k $4.8m $4.8m 0.12% New
49 Tortoise Index Solutions, LLC 0.98% of their portfolio OVERLAND PARK, KS 181,020181.0k $4.8m $4.8m 0.98% Reduced -20.6k -20,597
50 SPIRIT OF AMERICA MANAGEMENT CORP/NY 1.04% of their portfolio SYOSSET, NY 174,100174.1k $4.6m $4.6m 1.04% Unchanged
51 Catalyst Capital Advisors LLC 0.12% of their portfolio San Juan, PR 158,177158.2k $4.2m $4.2m 0.12% Reduced -4.0k -4,000
52 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 156,600156.6k $4.2m $4.2m 0.01% Unchanged
53 Americana Partners, LLC 0.53% of their portfolio Houston, TX 155,824155.8k $4.1m $4.1m 0.53% Reduced -14.5k -14,464
54 LONESTAR CAPITAL MANAGEMENT LLC 2.09% of their portfolio San Francisco, CA 150,000150.0k $4.0m $4.0m 2.09% Unchanged
55 NEXPOINT ASSET MANAGEMENT, L.P. 0.56% of their portfolio Dallas, TX 139,050139.1k $3.7m $3.7m 0.56% Reduced -139.1k -139,050
56 CASTLEARK MANAGEMENT LLC 0.15% of their portfolio CHICAGO, IL 126,800126.8k $3.4m $3.4m 0.15% Reduced -59.4k -59,420
57 Texas Yale Capital Corp. 0.15% of their portfolio ST. PETERSBURG, FL 121,925121.9k $3.2m $3.2m 0.15% Unchanged
58 HENNESSY ADVISORS INC 0.23% of their portfolio NOVATO, CA 120,700120.7k $3.2m $3.2m 0.23% Added +18.9k +18,900
59 TECTONIC ADVISORS LLC 0.39% of their portfolio FRISCO, TX 119,621119.6k $3.2m $3.2m 0.39% Added +3.8k +3,783
60 EVERGREEN CAPITAL MANAGEMENT LLC 0.13% of their portfolio Bellevue, WA 115,019115.0k $3.1m $3.1m 0.13% Added +48.9k +48,930
61 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 114,174114.2k $3.0m $3.0m 0.00% Added +111.6k +111,560
62 GLENMEDE TRUST CO NA 0.02% of their portfolio PHILADELPHIA, PA 110,778110.8k $2.9m $2.9m 0.02% Unchanged
63 Lavaca Capital LLC 0.89% of their portfolio HOUSTON, TX 108,000108.0k $2.9m $2.9m 0.89% Unchanged
64 FMR LLC 0.00% of their portfolio BOSTON, MA 107,469107.5k $2.9m $2.9m 0.00% Reduced -408.5k -408,491
65 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 101,388101.4k $2.7m $2.7m 0.05% Added +1.9k +1,922
66 SOROS FUND MANAGEMENT LLC 0.05% of their portfolio NEW YORK, NY 94,55094.5k $2.5m $2.5m 0.05% Unchanged
67 Jump Financial, LLC 0.09% of their portfolio Chicago, IL 89,40089.4k $2.4m $2.4m 0.09% Added +81.8k +81,807
68 DIVIDEND ASSETS CAPITAL, LLC 0.49% of their portfolio Ridgeland, SC 89,26289.3k $2.4m $2.4m 0.49% Reduced -7.3k -7,307
69 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 88,88988.9k $2.4m $2.4m 0.00% Added +33.7k +33,728
70 U.S. Capital Wealth Advisors, LLC 0.10% of their portfolio AUSTIN, TX 80,67580.7k $2.1m $2.1m 0.10% Reduced -186 -186
71 ELCO Management Co., LLC 1.54% of their portfolio New York, NY 80,15380.2k $2.1m $2.1m 1.54% Reduced -1.5k -1,525
72 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 78,00278.0k $2.1m $2.1m 0.00% Added +1.5k +1,459
73 CHILTON CAPITAL MANAGEMENT LLC 0.11% of their portfolio HOUSTON, TX 77,34677.3k $2.1m $2.1m 0.11% Reduced -2.7k -2,653
74 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.11% of their portfolio LEAWOOD, KS 76,11776.1k $2.0m $2.0m 1.11% First filing
75 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 75,83575.8k $2.0m $2.0m 0.00% Reduced -22.7k -22,695
76 Mariner, LLC 0.01% of their portfolio Overland Park, KS 74,36174.4k $2.0m $2.0m 0.01% Reduced -4.1k -4,128
77 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 69,92269.9k $1.9m $1.9m 0.00% Added +3.1k +3,136
78 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 0.25% of their portfolio Fort Collins, CO 58,87258.9k $1.6m $1.6m 0.25% Unchanged
79 BlackRock Inc. 0.00% of their portfolio New York, NY 58,43258.4k $1.5m $1.5m 0.00% Added +5.2k +5,152
80 J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio SAN FRANCISCO, CA 50,19050.2k $1.3m $1.3m 0.01% Reduced -5.0k -5,020
81 ALBERT D MASON INC 0.89% of their portfolio BOSTON, MA 49,12049.1k $1.3m $1.3m 0.89% Added +42 +42
82 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 46,70646.7k $1.2m $1.2m 0.00% Added +9.4k +9,358
83 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio NEW YORK, NY 42,10242.1k $1.1m $1.1m 0.01% Reduced -16.6k -16,599
84 Aveo Capital Partners, LLC 0.14% of their portfolio ENGLEWOOD, CO 41,99542.0k $1.1m $1.1m 0.14% Reduced -450 -450
85 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 41,85541.9k $1.1m $1.1m 0.02% Added +1.8k +1,771
86 BASSO CAPITAL MANAGEMENT, L.P. 1.21% of their portfolio STAMFORD, CT 41,15041.1k $1.1m $1.1m 1.21% Reduced -2.0k -2,050
87 Zurich Insurance Group Ltd/FI 0.01% of their portfolio ZURICH, V8 40,70040.7k $1.1m $1.1m 0.01% Unchanged
88 Walleye Trading LLC 0.05% of their portfolio NEW YORK, NY 39,67639.7k $1.1m $1.1m 0.05% New
89 Alden Global Capital LLC 4.38% of their portfolio BRANDON, FL 39,22439.2k $1.0m $1.0m 4.38% New
90 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio NEW YORK, NY 37,78937.8k $1.0m $1.0m 0.01% Reduced -17 -17
91 Parkwood LLC 0.18% of their portfolio CLEVELAND, OH 36,92636.9k $979.0k $979.0k 0.18% Reduced -977 -977
92 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 36,24336.2k $961.2k $961.2k 0.00% Reduced -1.9k -1,852
93 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 35,85435.9k $950.8k $950.8k 0.02% Unchanged
94 Requisite Capital Management, LLC 0.24% of their portfolio DALLAS, TX 35,13335.1k $931.7k $931.7k 0.24% Unchanged
95 IEQ CAPITAL, LLC 0.02% of their portfolio Foster City, CA 29,47429.5k $781.7k $781.7k 0.02% Reduced -3.0k -2,990
96 Lindbrook Capital, LLC 0.08% of their portfolio CALABASAS, CA 28,94728.9k $767.7k $767.7k 0.08% Added +696 +696
97 True North Advisors, LLC 0.22% of their portfolio Dallas, TX 28,85928.9k $765.3k $765.3k 0.22% Unchanged
98 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 28,36528.4k $752.2k $752.2k 0.00% Added +376 +376
99 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 27,77327.8k $736.5k $736.5k 0.00% First filing
100 W1M Asset Management Ltd 0.07% of their portfolio London, X0 27,00027.0k $716.0k $716.0k 0.07% Reduced -626 -626