Avantax Advisory Services’s Western Midstream Partners WES Stock Holding History

Avantax Advisory Services’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 Q2	$260K	Sell	6,718 -59	-0.9%	-$2.25K	﹤0.01%	2023
2025 Q1	$278K	Buy	6,777 +1,092	+19%	+$44.5K	﹤0.01%	1890
2024 Q4	$218K	Sell	5,685 -155	-3%	-$5.98K	﹤0.01%	1999
2024 Q3	$223K	Buy	5,840 +40	+0.7%	+$1.58K	﹤0.01%	1947
2024 Q2	$230K	Buy	+5,800	New	+$213K	﹤0.01%	1876

Other funds holding WES

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

CCM

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Avantax Advisory Services's WES Position: Q2 2025 in Review

Avantax Advisory Services reduced its Western Midstream Partners (WES) stake by 0.87% in Q2 2025, selling an estimated $2.25K and leaving 6,718 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Avantax Advisory Services first reported a position in WES in Q2 2024 and has held it in 5 quarters since. The position peaked at $278K in Q1 2025. 281 funds tracked by Wall St. Rank hold WES as of Q2 2025.

Avantax Advisory Services held 6,718 shares of Western Midstream Partners worth $260K as of Q2 2025.
Avantax Advisory Services sold 59 Western Midstream Partners shares in Q2 2025, an estimated $2.25K.
Western Midstream Partners made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2023 holding.
Avantax Advisory Services first reported a position in Western Midstream Partners in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's Western Midstream Partners position peaked at $278K in Q1 2025.
281 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.