BWM Planning’s Western Midstream Partners WES Stock Holding History

BWM Planning’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	$1.24M	Hold	28,325	–	–	0.29%	44
2026 Q1	$1.17M	Hold	28,325	–	–	0.31%	44
2025 Q4	$1.12M	Hold	28,325	–	–	0.3%	45
2025 Q3	$1.11M	Hold	28,325	–	–	0.33%	43
2025 Q2	$1.1M	Hold	28,325	–	–	0.38%	38
2025 Q1	$1.16M	Hold	28,325	–	–	0.49%	34
2024 Q4	$1.09M	Hold	28,325	–	–	0.47%	39
2024 Q3	$1.08M	Buy	+28,325	New	+$1.12M	0.48%	40

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 $32.9B AUM 23.66% 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 $2.78B AUM 20.87% 1-Year Est. Return

KACA

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

BWM Planning's WES Position: Q2 2026 in Review

BWM Planning held its Western Midstream Partners (WES) position steady in Q2 2026 at 28,325 shares worth $1.24M. The position accounts for 0.29% of the portfolio, ranked #44.

BWM Planning first reported a position in WES in Q3 2024 and has held it in 8 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

BWM Planning held 28,325 shares of Western Midstream Partners worth $1.24M as of Q2 2026.
BWM Planning left its Western Midstream Partners share count unchanged in Q2 2026.
Western Midstream Partners made up 0.29% of BWM Planning's portfolio in Q2 2026, its #44 holding.
BWM Planning first reported a position in Western Midstream Partners in Q3 2024 and has held it in 8 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.