WESNYSENatural Gas TransmissionFiscal year ends December 31
Western Midstream Partners, LP
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Aug 5, 2026
$44.36−0.26 (-0.58%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
43.1%
178M of 413M shares
Institutional holders
370
50 new, 16 sold out
Net institutional buying
13M
In Q2 2026
Insider trades, 12 months
2 buys · 1 sales
Net bought $51.17K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| ALPS Advisors, Inc. | 37,364,470 | 9.04% | 13G (passive) amendment | Sep 30, 2026 |
| Invesco Ltd. | 23,514,801 | 6.20% | 13G (passive) | Dec 29, 2023 |
| Anadarko Petroleum Corporation | 150,374,176 | 38.30% | 13D (active) amendment | Feb 3, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WES | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Alps Advisors Inc | 36,629,600 | 8.87% | $1.60B | −2,007,754 | 7.52% |
| Invesco Ltd. | 24,122,314 | 5.84% | $1.06B | +74,729 | 0.08% |
| Morgan Stanley | 21,230,903 | 5.14% | $929.06M | +16,680,538 | 0.05% |
| Blackstone Inc. | 10,367,520 | 2.51% | $453.68M | +1,612,098 | 1.38% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 8,637,568 | 2.09% | $377.98M | −232,248 | 0.45% |
| Goldman Sachs Group Inc | 8,527,559 | 2.06% | $373.17M | −230,953 | 0.03% |
| Tortoise Capital Advisors, L.L.C. | 6,506,154 | 1.57% | $284.71M | −2,273,474 | 2.89% |
| Neuberger Berman Group LLC | 6,190,369 | 1.50% | $270.89M | −93,341 | 0.18% |
| Chickasaw Capital Management LLC | 5,507,654 | 1.33% | $241.02K | −69,371 | 8.67% |
| Kayne Anderson Capital Advisors LP | 3,928,197 | 0.95% | $171.90M | +10,106 | 3.37% |
| UBS Group AG | 3,567,482 | 0.86% | $156.11M | −154,756 | 0.02% |
| Clearbridge Investments, LLC | 2,711,343 | 0.66% | $118.65M | +87,400 | 0.10% |
| Westwood Holdings Group Inc | 2,183,188 | 0.53% | $95.54M | +40,255 | 0.72% |
| Bnp Paribas Arbitrage, Snc | 1,992,817 | 0.48% | $87.21M | −114,273 | 0.03% |
| Miller Howard Investments Inc /Ny | 1,648,942 | 0.40% | $72.16M | +63,967 | 1.91% |
| Ing Groep Nv | 1,587,500 | 0.38% | $69.47M | – | 0.34% |
| Fractal Investments LLC | 1,524,646 | 0.37% | $66.72M | −53,160 | 7.70% |
| Bank Of America Corp /De/ | 1,366,602 | 0.33% | $59.80M | +238,318 | 0.00% |
| Barclays PLC | 1,336,050 | 0.32% | $58.47M | +274,140 | 0.01% |
| Berkley W R Corp | 1,266,970 | 0.31% | $55.44M | – | 2.55% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 370 | 178M | 43.1% | 50 / 115 | 96 / 16 | 21M | 8M |
| Q1 2026 | 345 | 165M | 40.0% | 50 / 138 | 63 / 28 | 14M | 10M |
| Q4 2025 | 328 | 163M | 39.5% | 70 / 150 | 55 / 25 | 16M | 4M |
| Q3 2025 | 287 | 151M | 36.6% | 32 / 113 | 69 / 19 | 14M | 5M |
| Q2 2025 | 280 | 143M | 34.5% | 38 / 110 | 63 / 34 | 6M | 16M |
| Q1 2025 | 279 | 153M | 37.1% | 41 / 96 | 77 / 29 | 8M | 13M |
| Q4 2024 | 273 | 158M | 38.4% | 35 / 93 | 62 / 28 | 12M | 12M |
| Q3 2024 | 272 | 159M | 38.4% | 42 / 107 | 57 / 19 | 13M | 6M |
| Q2 2024 | 253 | 151M | 36.6% | 61 / 74 | 71 / 18 | 11M | 23M |
| Q1 2024 | 215 | 164M | 39.6% | 33 / 62 | 71 / 12 | 11M | 17M |
| Q4 2023 | 195 | 169M | 41.0% | 27 / 65 | 48 / 19 | 13M | 7M |
| Q3 2023 | 190 | 164M | 39.7% | 17 / 63 | 60 / 8 | 11M | 12M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WES | Value | % of fund | As of |
|---|---|---|---|---|---|
| Alerian MLP ETF | 38,584,363 | 9.34% | $1.65B | 13.63% | May 31, 2026 |
| Invesco SteelPath MLP Income Fund | 15,873,546 | 3.84% | $680.50M | 15.28% | May 31, 2026 |
| Global X MLP ETF | 5,330,893 | 1.29% | $228.54M | 10.87% | May 31, 2026 |
| Invesco SteelPath MLP Select 40 Fund | 4,111,682 | 1.00% | $176.27M | 7.56% | May 31, 2026 |
| Goldman Sachs MLP Energy Infrastructure Fund | 3,468,442 | 0.84% | $148.69M | 8.29% | May 31, 2026 |
| Kayne Anderson Energy Infrastructure Fund, Inc | 3,248,317 | 0.79% | $139.26M | 5.24% | May 31, 2026 |
| Global X MLP and Energy Infrastructure ETF | 3,210,019 | 0.78% | $137.61M | 3.88% | May 31, 2026 |
| Invesco SteelPath MLP Alpha Fund | 2,765,036 | 0.67% | $118.54M | 10.41% | May 31, 2026 |
| Tortoise Energy Infrastructure Total Return Fund | 2,722,927 | 0.66% | $116.73M | 3.09% | May 31, 2026 |
| MainGate MLP Fund | 2,075,000 | 0.50% | $88.96M | 10.62% | May 31, 2026 |
| InfraCap MLP ETF | 1,267,182 | 0.31% | $59.01M | 12.51% | Jul 31, 2026 |
| Westwood Salient Mlp & Energy | 1,193,761 | 0.29% | $55.59M | 3.91% | Jul 31, 2026 |
| Invesco SteelPath MLP Alpha Plus Fund | 1,128,709 | 0.27% | $48.39M | 14.74% | May 31, 2026 |
| Recurrent MLP & Energy Infrastructure Fund | 1,088,920 | 0.26% | $50.71M | 3.07% | Jul 31, 2026 |
| NYLI Cushing MLP Premier Fund | 800,000 | 0.19% | $34.30M | 2.87% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Oscar K. Brown | President & CEO, Director | 85,440 | 0.02% | Feb 13, 2026 |
| Christopher B. Dial | SVP, GC and Secretary | 225,015 | 0.05% | Feb 19, 2026 |
| Kristen S. Shults | SVP & Chief Financial Officer | 135,137 | 0.03% | Feb 13, 2026 |
| Catherine A. Green | SVP & Chief Accounting Officer | 80,971 | 0.02% | Feb 13, 2026 |
| Daniel P. Holderman | SVP & Chief Operating Officer | 42,309 | 0.01% | Feb 13, 2026 |
| Robert W. Bourne | SVP & Chief Commercial Officer | 136,406 | 0.03% | Feb 14, 2025 |
| Michael S. Forsyth | SVP, North Operations | 29,101 | 0.01% | Feb 14, 2025 |
| Frederick A. Forthuber | Director | 5,140 | 0.00% | Aug 12, 2026 |
| Robert G. Phillips | Director | 5,296 | 0.00% | Mar 12, 2026 |
| Kenneth F. Owen | Director | 41,772 | 0.01% | Feb 13, 2026 |
| Lisa A. Stewart | Director | 39,772 | 0.01% | Feb 13, 2026 |
| David J. Schulte | Director | 40,072 | 0.01% | Feb 13, 2026 |
| McGee Corp /De Kerr | 10% owner | 165,681,578 | 40.10% | Feb 5, 2026 |
| Petroleum Corp Anadarko | 10% owner | 200,281,578 | 48.47% | Feb 5, 2026 |
| Gas Resources Inc Western | 10% owner | 242,136,976 | 58.60% | Feb 5, 2026 |
| Petroleum Corp /De/ Occidental | 10% owner | 185,181,578 | 44.82% | Feb 5, 2026 |
| Usa Inc Oxy | 10% owner | 150,374,176 | 36.39% | Feb 5, 2026 |
| APC Midstream Holdings, LLC | 10% owner | 202,781,578 | 49.08% | Feb 5, 2026 |
| Worldwide Corp Kerr-McGee | 10% owner | 185,181,578 | 44.82% | Feb 5, 2026 |
| OXY Oil Partners, Inc. | 10% owner | 165,681,578 | 40.10% | Feb 5, 2026 |
| Baseball Merger Sub 2, Inc. | 10% owner | – | – | Feb 5, 2026 |
| HOLDING Co ANADARKO | 10% owner | – | – | Feb 5, 2026 |
| USH1 Corp Anadarko | 10% owner | 150,374,176 | 36.39% | Feb 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Frederick A. Forthuber Director | Aug 12, 2026 | Buy | +5,140 | $48.62 | $249.91K | 5,140 |
| Robert G. Phillips Director | Mar 11, 2026 | Buy | +1,250 | $40.19 | $50.24K | 5,296 |
| Christopher B. Dial SVP, GC and Secretary | Feb 12, 2026 | Tax withholding | −5,879 | $42.35 | $248.98K | 225,015 |
| Lisa A. Stewart Director | Feb 12, 2026 | Option exercise | +3,843 | – | – | 39,772 |
| Kristen S. Shults SVP & Chief Financial Officer | Feb 12, 2026 | Option exercise | +25,316 | – | – | 135,137 |
| Kristen S. Shults SVP & Chief Financial Officer | Feb 12, 2026 | Tax withholding | −3,939 | $42.35 | $166.82K | 109,821 |
| Kristen S. Shults SVP & Chief Financial Officer | Feb 12, 2026 | Option exercise | +10,009 | – | – | 113,760 |
| Kristen S. Shults SVP & Chief Financial Officer | Feb 12, 2026 | Tax withholding | −5,879 | $42.35 | $248.98K | 103,751 |
| Kristen S. Shults SVP & Chief Financial Officer | Feb 12, 2026 | Option exercise | +14,940 | – | – | 109,630 |
| Kristen S. Shults SVP & Chief Financial Officer | Feb 12, 2026 | Tax withholding | −4,258 | $42.35 | $180.33K | 94,690 |
| Kristen S. Shults SVP & Chief Financial Officer | Feb 12, 2026 | Option exercise | +10,819 | – | – | 98,948 |
| Kristen S. Shults SVP & Chief Financial Officer | Feb 12, 2026 | Option exercise | +30,704 | – | – | 155,879 |
| Kristen S. Shults SVP & Chief Financial Officer | Feb 12, 2026 | Tax withholding | −9,962 | $42.35 | $421.89K | 125,175 |
| Kristen S. Shults SVP & Chief Financial Officer | Feb 12, 2026 | Tax withholding | −12,127 | $42.35 | $513.58K | 143,752 |
| Christopher B. Dial SVP, GC and Secretary | Feb 12, 2026 | Tax withholding | −4,258 | $42.35 | $180.33K | 175,950 |
| Christopher B. Dial SVP, GC and Secretary | Feb 12, 2026 | Tax withholding | −3,939 | $42.35 | $166.82K | 191,081 |
| Christopher B. Dial SVP, GC and Secretary | Feb 12, 2026 | Option exercise | +10,009 | – | – | 195,020 |
| Christopher B. Dial SVP, GC and Secretary | Feb 12, 2026 | Sale | −5,879 | $42.35 | $248.98K | 185,011 |
| Christopher B. Dial SVP, GC and Secretary | Feb 12, 2026 | Option exercise | +14,940 | – | – | 190,890 |
| Christopher B. Dial SVP, GC and Secretary | Feb 12, 2026 | Option exercise | +25,316 | – | – | 216,397 |
| Christopher B. Dial SVP, GC and Secretary | Feb 12, 2026 | Option exercise | +10,819 | – | – | 180,208 |
| Christopher B. Dial SVP, GC and Secretary | Feb 12, 2026 | Tax withholding | −12,124 | $42.35 | $513.45K | 225,015 |
| Christopher B. Dial SVP, GC and Secretary | Feb 12, 2026 | Option exercise | +30,704 | – | – | 237,139 |
| Christopher B. Dial SVP, GC and Secretary | Feb 12, 2026 | Tax withholding | −9,962 | $42.35 | $421.89K | 206,435 |
| Daniel P. Holderman SVP & Chief Operating Officer | Feb 12, 2026 | Tax withholding | −4,258 | $42.35 | $180.33K | 42,309 |
| Daniel P. Holderman SVP & Chief Operating Officer | Feb 12, 2026 | Option exercise | +10,819 | – | – | 46,567 |
| Daniel P. Holderman SVP & Chief Operating Officer | Feb 12, 2026 | Option exercise | +14,940 | – | – | 57,249 |
| Daniel P. Holderman SVP & Chief Operating Officer | Feb 12, 2026 | Tax withholding | −5,879 | $42.35 | $248.98K | 51,370 |
| Daniel P. Holderman SVP & Chief Operating Officer | Feb 12, 2026 | Tax withholding | −12,114 | $42.35 | $513.03K | 91,384 |
| Daniel P. Holderman SVP & Chief Operating Officer | Feb 12, 2026 | Option exercise | +30,704 | – | – | 103,498 |
| Daniel P. Holderman SVP & Chief Operating Officer | Feb 12, 2026 | Tax withholding | −9,962 | $42.35 | $421.89K | 72,794 |
| Daniel P. Holderman SVP & Chief Operating Officer | Feb 12, 2026 | Option exercise | +25,316 | – | – | 82,756 |
| Daniel P. Holderman SVP & Chief Operating Officer | Feb 12, 2026 | Tax withholding | −3,939 | $42.35 | $166.82K | 57,440 |
| Daniel P. Holderman SVP & Chief Operating Officer | Feb 12, 2026 | Option exercise | +10,009 | – | – | 61,379 |
| Oscar K. Brown President & CEO, Director | Feb 12, 2026 | Tax withholding | −10,510 | $42.35 | $445.10K | 85,440 |
| Oscar K. Brown President & CEO, Director | Feb 12, 2026 | Option exercise | +24,022 | – | – | 95,950 |
| David J. Schulte Director | Feb 12, 2026 | Option exercise | +3,843 | – | – | 40,072 |
| Kenneth F. Owen Director | Feb 12, 2026 | Option exercise | +3,843 | – | – | 41,772 |
| Robert G. Phillips Director | Feb 12, 2026 | Option exercise | +4,046 | – | – | 4,046 |
| Catherine A. Green SVP & Chief Accounting Officer | Feb 12, 2026 | Tax withholding | −2,762 | $42.35 | $116.97K | 80,971 |
| Catherine A. Green SVP & Chief Accounting Officer | Feb 12, 2026 | Option exercise | +7,018 | – | – | 83,733 |
| Catherine A. Green SVP & Chief Accounting Officer | Feb 12, 2026 | Option exercise | +11,952 | – | – | 92,923 |
| Catherine A. Green SVP & Chief Accounting Officer | Feb 12, 2026 | Tax withholding | −7,914 | $42.35 | $335.16K | 115,036 |
| Catherine A. Green SVP & Chief Accounting Officer | Feb 12, 2026 | Option exercise | +19,916 | – | – | 122,950 |
| Catherine A. Green SVP & Chief Accounting Officer | Feb 12, 2026 | Tax withholding | −6,462 | $6462.00 | $41.76M | 103,034 |
| Catherine A. Green SVP & Chief Accounting Officer | Feb 12, 2026 | Option exercise | +16,421 | – | – | 109,496 |
| Catherine A. Green SVP & Chief Accounting Officer | Feb 12, 2026 | Tax withholding | −3,152 | $42.35 | $133.49K | 93,075 |
| Catherine A. Green SVP & Chief Accounting Officer | Feb 12, 2026 | Option exercise | +8,008 | – | – | 96,227 |
| Catherine A. Green SVP & Chief Accounting Officer | Feb 12, 2026 | Tax withholding | −4,704 | $42.35 | $199.21K | 88,219 |
| USH1 Corp Anadarko 10% owner | Feb 3, 2026 | Other | −15,307,402 | – | – | 150,374,176 |
| Usa Inc Oxy 10% owner | Feb 3, 2026 | Other | −15,307,402 | – | – | 150,374,176 |
| Oscar K. Brown President & CEO, Director | Oct 28, 2025 | Tax withholding | −20,722 | $38.78 | $803.60K | 71,928 |
| Oscar K. Brown President & CEO, Director | Oct 28, 2025 | Option exercise | +52,660 | – | – | 92,650 |
| Christopher B. Dial SVP, GC and Secretary | Feb 20, 2025 | Tax withholding | −6,371 | $41.63 | $265.22K | 169,389 |
| Christopher B. Dial SVP, GC and Secretary | Feb 20, 2025 | Option exercise | +16,189 | – | – | 175,760 |
| Christopher B. Dial SVP, GC and Secretary | Feb 20, 2025 | Option exercise | +13,007 | – | – | 164,690 |
| Christopher B. Dial SVP, GC and Secretary | Feb 20, 2025 | Tax withholding | −5,119 | $41.63 | $213.10K | 159,571 |
| Kristen S. Shults SVP & Chief Financial Officer | Feb 20, 2025 | Option exercise | +16,257 | – | – | 82,255 |
| Kristen S. Shults SVP & Chief Financial Officer | Feb 20, 2025 | Option exercise | +20,235 | – | – | 96,092 |
| Kristen S. Shults SVP & Chief Financial Officer | Feb 20, 2025 | Tax withholding | −6,398 | $41.63 | $266.35K | 75,857 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Michael Ure Officer | Nov 27, 2024 | 16,558 | $662.53K | Nov 27, 2024 | Restricted Stock Vesting |