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Avondale Wealth Management’s Western Midstream Partners WES Stock Holding History

Avondale Wealth Management’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
Q3 		– Sell
-6,000
Closed -$232K – 110
2025
Q2 		$232K Buy
6,000
+4,000
+200% +$152K 0.13% 54
2025
Q1 		$81.9K Hold
2,000
– – 0.05% 73
2024
Q4 		$76.9K Buy
+2,000
New +$77.2K 0.05% 72

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avondale Wealth Management's WES Position: Q3 2025 in Review

Avondale Wealth Management sold out of Western Midstream Partners (WES) in Q3 2025, closing a stake of 6,000 shares — an estimated $232K sold.

Avondale Wealth Management first reported a position in WES in Q4 2024 and held it in 3 quarters. The position peaked at $232K in Q2 2025. 288 funds tracked by Wall St. Rank hold WES as of Q3 2025.

  • Avondale Wealth Management reported no remaining Western Midstream Partners position as of Q3 2025 after selling out during the quarter.
  • Avondale Wealth Management sold 6,000 Western Midstream Partners shares in Q3 2025, an estimated $232K.
  • Avondale Wealth Management first reported a position in Western Midstream Partners in Q4 2024 and held it in 3 quarters.
  • Avondale Wealth Management's Western Midstream Partners position peaked at $232K in Q2 2025.
  • 288 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.