Baldwin Wealth Partners’s Western Midstream Partners WES Stock Holding History

Baldwin Wealth 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
2026 Q3	$222K	Hold	5,000	–	–	0.01%	220
2026 Q2	$219K	Hold	5,000	–	–	0.01%	218
2026 Q1	$206K	Buy	+5,000	New	+$207K	0.02%	214
2025 Q2	–	Sell	-5,000	Closed	-$205K	–	236
2025 Q1	$205K	Buy	+5,000	New	+$204K	0.01%	220
2024 Q4	–	Sell	-5,000	Closed	-$191K	–	1031
2024 Q3	$191K	Hold	5,000	–	–	0.01%	335
2024 Q2	$199K	Hold	5,000	–	–	0.02%	198
2024 Q1	$178K	Sell	5,000 -8,388	-63%	-$260K	0.01%	223
2023 Q4	$392K	Hold	13,388	–	–	0.03%	165
2023 Q3	$365K	Hold	13,388	–	–	0.03%	175
2023 Q2	$355K	Hold	13,388	–	–	0.03%	193
2023 Q1	$353K	Hold	13,388	–	–	0.03%	190
2022 Q4	$359K	Hold	13,388	–	–	0.03%	182
2022 Q3	$337K	Hold	13,388	–	–	0.05%	130
2022 Q2	$325K	Hold	13,388	–	–	0.04%	144
2022 Q1	$338K	Hold	13,388	–	–	0.04%	154
2021 Q4	$298K	Hold	13,388	–	–	0.03%	167
2021 Q3	$281K	Hold	13,388	–	–	0.03%	172
2021 Q2	$287K	Hold	13,388	–	–	0.03%	164
2021 Q1	$249K	Hold	13,388	–	–	0.03%	165
2020 Q4	$185K	Hold	13,388	–	–	0.02%	182
2020 Q3	$107K	Hold	13,388	–	–	0.01%	228
2020 Q2	$134K	Sell	13,388 -1,525	-10%	-$12.6K	0.02%	186
2020 Q1	$48K	Buy	14,913 +5,000	+50%	+$68.8K	0.01%	280
2019 Q4	$195K	Sell	9,913 -4,652	-32%	-$96.4K	0.03%	183
2019 Q3	$363K	Hold	14,565	–	–	0.05%	130
2019 Q2	$448K	Sell	14,565 -77	-0.5%	-$2.37K	0.07%	129
2019 Q1	$459K	Buy	+14,642	New	+$465K	0.07%	129
2018 Q3	–	Sell	-5,423	Closed	-$194K	–	541
2018 Q2	$194K	Buy	+5,423	New	+$190K	0.03%	201

Other funds holding WES

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Baldwin Wealth Partners's WES Position: Q3 2026 in Review

Baldwin Wealth Partners held its Western Midstream Partners (WES) position steady in Q3 2026 at 5,000 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #220.

Baldwin Wealth Partners first reported a position in WES in Q2 2018 and has held it in 28 quarters since. The position peaked at $459K in Q1 2019. 113 funds tracked by Wall St. Rank hold WES as of Q3 2026.

Baldwin Wealth Partners held 5,000 shares of Western Midstream Partners worth $222K as of Q3 2026.
Baldwin Wealth Partners left its Western Midstream Partners share count unchanged in Q3 2026.
Western Midstream Partners made up 0.01% of Baldwin Wealth Partners's portfolio in Q3 2026, its #220 holding.
Baldwin Wealth Partners first reported a position in Western Midstream Partners in Q2 2018 and has held it in 28 quarters since.
Baldwin Wealth Partners's Western Midstream Partners position peaked at $459K in Q1 2019.
113 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.