Aventura Private Wealth’s Western Midstream Partners WES Stock Holding History

Aventura Private Wealth’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	$8.75K	Hold	200	–	–	﹤0.01%	617
2026 Q1	$8.23K	Hold	200	–	–	﹤0.01%	569
2025 Q4	$7.9K	Hold	200	–	–	﹤0.01%	540
2025 Q3	$7.86K	Hold	200	–	–	﹤0.01%	526
2025 Q2	$7.74K	Buy	+200	New	+$7.61K	﹤0.01%	503

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 $39B AUM 18.55% 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 $2.79B AUM 24.88% 1-Year Est. Return

KACA

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

Aventura Private Wealth's WES Position: Q2 2026 in Review

Aventura Private Wealth held its Western Midstream Partners (WES) position steady in Q2 2026 at 200 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Aventura Private Wealth first reported a position in WES in Q2 2025 and has held it in 5 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Aventura Private Wealth held 200 shares of Western Midstream Partners worth $8.75K as of Q2 2026.
Aventura Private Wealth left its Western Midstream Partners share count unchanged in Q2 2026.
Western Midstream Partners made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #617 holding.
Aventura Private Wealth first reported a position in Western Midstream Partners in Q2 2025 and has held it in 5 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.