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Bogart Wealth LLC’s Western Midstream Partners WES Stock Holding History

Bogart Wealth LLC’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 		$6.55K Sell
150
-105
-41% -$4.52K ﹤0.01% 1131
2026
Q1 		$10.5K Buy
255
+5
+2% +$207 ﹤0.01% 894
2025
Q4 		$9.88K Buy
+250
New +$9.69K ﹤0.01% 868
2019
Q4 		– Sell
-2,500
Closed -$62K – 409
2019
Q3 		$62K Buy
+2,500
New +$66.5K 0.03% 149

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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
Goldman Sachs
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
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

Bogart Wealth LLC's WES Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Western Midstream Partners (WES) stake by 41% in Q2 2026, selling an estimated $4.52K and leaving 150 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Bogart Wealth LLC first reported a position in WES in Q3 2019 and has held it in 4 quarters since. The position peaked at $62K in Q3 2019. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Bogart Wealth LLC held 150 shares of Western Midstream Partners worth $6.55K as of Q2 2026.
  • Bogart Wealth LLC sold 105 Western Midstream Partners shares in Q2 2026, an estimated $4.52K.
  • Western Midstream Partners made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1131 holding.
  • Bogart Wealth LLC first reported a position in Western Midstream Partners in Q3 2019 and has held it in 4 quarters since.
  • Bogart Wealth LLC's Western Midstream Partners position peaked at $62K in Q3 2019.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.