Carson Wealth (CWM LLC)’s Westlake Chemical Partners WLKP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WLKP Stock Details WLKP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44K	Hold	65	–	–	﹤0.01%	5339
2025 Q4	$1K	Hold	65	–	–	﹤0.01%	5305
2025 Q3	$1K	Hold	65	–	–	﹤0.01%	5210
2025 Q2	$1K	Hold	65	–	–	﹤0.01%	5090
2025 Q1	$2K	Hold	65	–	–	﹤0.01%	4829
2024 Q4	$2K	Hold	65	–	–	﹤0.01%	4627
2024 Q3	$1K	Hold	65	–	–	﹤0.01%	4744
2024 Q2	$1K	Hold	65	–	–	﹤0.01%	4517
2024 Q1	$1K	Hold	65	–	–	﹤0.01%	4240
2023 Q4	$1K	Buy	+65	New	+$1.42K	﹤0.01%	4066

Other funds holding WLKP

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFA

Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WLKP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Westlake Chemical Partners (WLKP) position steady in Q1 2026 at 65 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #5339.

Carson Wealth (CWM LLC) first reported a position in WLKP in Q4 2023 and has held it in 10 quarters since. The position peaked at $2K in Q1 2025. 57 funds tracked by Wall St. Rank hold WLKP as of Q1 2026.

Carson Wealth (CWM LLC) held 65 shares of Westlake Chemical Partners worth $1.44K as of Q1 2026.
Carson Wealth (CWM LLC) left its Westlake Chemical Partners share count unchanged in Q1 2026.
Westlake Chemical Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5339 holding.
Carson Wealth (CWM LLC) first reported a position in Westlake Chemical Partners in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Westlake Chemical Partners position peaked at $2K in Q1 2025.
57 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.