Arkadios Wealth Advisors’s Western Midstream Partners WES Stock Holding History

Arkadios Wealth 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	$204K	Buy	+4,672	New	+$201K	﹤0.01%	1623
2024 Q2	–	Sell	-50,000	Closed	-$1.78M	–	914
2024 Q1	$1.78M	Hold	50,000	–	–	0.14%	160
2023 Q4	$1.46M	Hold	50,000	–	–	0.12%	172
2023 Q3	$1.36M	Buy	+50,000	New	+$1.36M	0.13%	171

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

Arkadios Wealth Advisors's WES Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Western Midstream Partners (WES) in Q2 2026: 4,672 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1623 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in WES as recently as Q1 2024.

Arkadios Wealth Advisors first reported a position in WES in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.78M in Q1 2024. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Arkadios Wealth Advisors held 4,672 shares of Western Midstream Partners worth $204K as of Q2 2026.
Western Midstream Partners was a new Arkadios Wealth Advisors position in Q2 2026.
Western Midstream Partners made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1623 holding.
Arkadios Wealth Advisors first reported a position in Western Midstream Partners in Q3 2023 and has held it in 4 quarters since.
Arkadios Wealth Advisors's Western Midstream Partners position peaked at $1.78M in Q1 2024.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.