Bearing Point Capital’s Western Midstream Partners WES Stock Holding History

Bearing Point Capital’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 Q4	–	Sell	-5,800	Closed	-$228K	–	193
2025 Q3	$228K	Hold	5,800	–	–	0.04%	158
2025 Q2	$224K	Hold	5,800	–	–	0.04%	158
2025 Q1	$238K	Buy	+5,800	New	+$236K	0.05%	150

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

Blackstone Inc New York $39B AUM 18.55% 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

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

Bearing Point Capital's WES Position: Q4 2025 in Review

Bearing Point Capital sold out of Western Midstream Partners (WES) in Q4 2025, closing a stake of 5,800 shares — an estimated $228K sold.

Bearing Point Capital first reported a position in WES in Q1 2025 and held it in 3 quarters. The position peaked at $238K in Q1 2025. 329 funds tracked by Wall St. Rank hold WES as of Q4 2025.

Bearing Point Capital reported no remaining Western Midstream Partners position as of Q4 2025 after selling out during the quarter.
Bearing Point Capital sold 5,800 Western Midstream Partners shares in Q4 2025, an estimated $228K.
Bearing Point Capital first reported a position in Western Midstream Partners in Q1 2025 and held it in 3 quarters.
Bearing Point Capital's Western Midstream Partners position peaked at $238K in Q1 2025.
329 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2025.

Based on Bearing Point Capital's 13F filing for Q4 2025, filed 10 Feb 2026.