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Advus Financial Partners’s Western Midstream Partners WES Stock Holding History

Advus Financial Partners’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
2025
Q1 		– Sell
-6,671
Closed -$256K – 248
2024
Q4 		$256K Hold
6,671
– – 0.07% 192
2024
Q3 		$255K Buy
+6,671
New +$263K 0.07% 187

Other funds holding WES

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Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advus Financial Partners's WES Position: Q1 2025 in Review

Advus Financial Partners sold out of Western Midstream Partners (WES) in Q1 2025, closing a stake of 6,671 shares — an estimated $256K sold.

Advus Financial Partners first reported a position in WES in Q3 2024 and held it in 2 quarters. The position peaked at $256K in Q4 2024. 279 funds tracked by Wall St. Rank hold WES as of Q1 2025.

  • Advus Financial Partners reported no remaining Western Midstream Partners position as of Q1 2025 after selling out during the quarter.
  • Advus Financial Partners sold 6,671 Western Midstream Partners shares in Q1 2025, an estimated $256K.
  • Advus Financial Partners first reported a position in Western Midstream Partners in Q3 2024 and held it in 2 quarters.
  • Advus Financial Partners's Western Midstream Partners position peaked at $256K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2025.

Based on Advus Financial Partners's 13F filing for Q1 2025, filed 25 Aug 2026.