Adams Asset Advisors’s Western Midstream Partners WES Stock Holding History

Adams Asset Advisors’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.4M	Buy	374,823 +32,718	+10%	+$1.41M	1.86%	18
2026 Q1	$14.1M	Hold	342,105	–	–	1.58%	21
2025 Q4	$13.5M	Buy	342,105 +15,000	+5%	+$581K	1.78%	16
2025 Q3	$12.9M	Hold	327,105	–	–	1.66%	15
2025 Q2	$12.7M	Buy	327,105 +3,324	+1%	+$126K	1.78%	13
2025 Q1	$13.3M	Hold	323,781	–	–	1.82%	11
2024 Q4	$12.4M	Buy	323,781 +2,139	+0.7%	+$82.6K	1.6%	15
2024 Q3	$12.3M	Buy	321,642 +10,000	+3%	+$394K	1.63%	17
2024 Q2	$12.4M	Sell	311,642 -19,741	-6%	-$727K	1.61%	13
2024 Q1	$11.8M	Hold	331,383	–	–	1.52%	17
2023 Q4	$9.7M	Hold	331,383	–	–	1.3%	22
2023 Q3	$9.02M	Buy	331,383 +27,505	+9%	+$746K	1.21%	21
2023 Q2	$8.06M	Hold	303,878	–	–	1.18%	21
2023 Q1	$8.01M	Hold	303,878	–	–	1.07%	26
2022 Q4	$8.16M	Hold	303,878	–	–	1.09%	27
2022 Q3	$7.64M	Hold	303,878	–	–	1.19%	24
2022 Q2	$7.39M	Hold	303,878	–	–	1.12%	26
2022 Q1	$7.66M	Hold	303,878	–	–	1.13%	27
2021 Q4	$6.77M	Hold	303,878	–	–	1.23%	30
2021 Q3	$6.37M	Hold	303,878	–	–	1.28%	31
2021 Q2	$6.51M	Sell	303,878 -40,905	-12%	-$848K	1.28%	31
2021 Q1	$6.41M	Hold	344,783	–	–	1.38%	28
2020 Q4	$4.76M	Hold	344,783	–	–	1.3%	34
2020 Q3	$2.76M	Buy	344,783 +40,362	+13%	+$364K	0.88%	39
2020 Q2	$3.06M	Buy	304,421 +52,495	+21%	+$435K	0.91%	40
2020 Q1	$816K	Buy	251,926 +24,760	+11%	+$341K	0.33%	54
2019 Q4	$4.47M	Buy	+227,166	New	+$4.71M	0.78%	34

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Adams Asset Advisors's WES Position: Q2 2026 in Review

Adams Asset Advisors increased its Western Midstream Partners (WES) stake by 9.6% in Q2 2026, buying an estimated $1.41M and bringing the position to 374,823 shares worth $16.4M. The position accounts for 1.86% of the portfolio, ranked #18.

Adams Asset Advisors first reported a position in WES in Q4 2019 and has held it in 27 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Adams Asset Advisors held 374,823 shares of Western Midstream Partners worth $16.4M as of Q2 2026.
Adams Asset Advisors bought 32,718 Western Midstream Partners shares in Q2 2026, an estimated $1.41M.
Western Midstream Partners made up 1.86% of Adams Asset Advisors's portfolio in Q2 2026, its #18 holding.
Adams Asset Advisors first reported a position in Western Midstream Partners in Q4 2019 and has held it in 27 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Adams Asset Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.