SEC 13F Intelligence

Recurrent Investment Advisors LLC / WES

Recurrent Investment Advisors LLC’s Western Midstream Partners L Position

Does Recurrent Investment Advisors LLC own Western Midstream Partners L (WES)? Yes1.13M shares worth $47M (+2.81% of its 13F portfolio) as of Q1 2026, down from 1.34M shares the prior filed quarter.

Position Value
$47M
Q1 2026
Shares
1.13M
% of Portfolio
+2.81%
Quarters Held
22
currently held

Position History WES

Reported value by quarter
Q4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $11MQ3 ’21: $13MQ3 ’21Q4 ’21: $14MQ1 ’22: $17MQ2 ’22: $19MQ2 ’22Q3 ’22: $20MQ4 ’22: $24MQ1 ’23: $27MQ1 ’23Q2 ’23: $28MQ3 ’23: $32MQ4 ’23: $41MQ4 ’23Q1 ’24: $46MQ2 ’24: $53MQ3 ’24: $53MQ3 ’24Q4 ’24: $54MQ1 ’25: $56MQ2 ’25: $53MQ2 ’25Q3 ’25: $53MQ4 ’25: $53MQ1 ’26: $47MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.13M$47M+2.81%
Q4 20251.34M$53M+3.91%
Q3 20251.36M$53M+4.09%
Q2 20251.36M$53M+4.25%
Q1 20251.36M$56M+4.71%
Q4 20241.40M$54M+4.93%
Q3 20241.40M$53M+5.31%
Q2 20241.33M$53M+5.55%
Q1 20241.30M$46M+5.34%
Q4 20231.40M$41M+6.02%
Q3 20231.18M$32M+4.72%
Q2 20231.05M$28M+4.70%
Q1 20231.01M$27M+5.25%
Q4 2022902.7K$24M+5.17%
Q3 2022787.7K$20M+5.35%
Q2 2022787.7K$19M+5.81%
Q1 2022668.9K$17M+5.36%
Q4 2021611.8K$14M+5.50%
Q3 2021604.7K$13M+5.57%
Q2 2021499.6K$11M+5.39%
Q1 2021256.0K$5M+3.01%
Q4 2020258.2K$4M+2.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Recurrent Investment Advisors LLC’s full portfolio or all institutional holders of WES.