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Caprock Group’s Western Midstream Partners WES Stock Holding History

Caprock Group’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
Q1 		$670K Sell
16,279
-6,007
-27% -$248K 0.02% 656
2025
Q4 		$880K Sell
22,286
-7,251
-25% -$281K 0.02% 636
2025
Q3 		$1.16M Buy
+29,537
New +$1.15M 0.03% 522
2025
Q1 		$738K Buy
18,006
+137
+0.8% +$5.58K 0.02% 574
2024
Q4 		$687K Buy
17,869
+12,565
+237% +$485K 0.02% 520
2024
Q3 		$203K Buy
+5,304
New +$209K 0.01% 845
2024
Q1 		– Sell
-14,738
Closed -$431K – 751
2023
Q4 		$431K Buy
+14,738
New +$412K 0.03% 428
2017
Q2 		– Sell
-5,120
Closed -$236K – 472
2017
Q1 		$236K Sell
5,120
-1,835
-26% -$83.1K 0.06% 295
2016
Q4 		$295K Sell
6,955
-23,166
-77% -$994K 0.07% 231
2016
Q3 		$1.28M Sell
30,121
-4,039
-12% -$152K 0.29% 84
2016
Q2 		$1.31M Sell
34,160
-627
-2% -$24.7K 0.32% 79
2016
Q1 		$1.24M Buy
+34,787
New +$1.01M 0.29% 77

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Caprock Group's WES Position: Q1 2026 in Review

Caprock Group reduced its Western Midstream Partners (WES) stake by 27% in Q1 2026, selling an estimated $248K and leaving 16,279 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #656.

Caprock Group first reported a position in WES in Q1 2016 and has held it in 12 quarters since. The position peaked at $1.31M in Q2 2016. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

  • Caprock Group held 16,279 shares of Western Midstream Partners worth $670K as of Q1 2026.
  • Caprock Group sold 6,007 Western Midstream Partners shares in Q1 2026, an estimated $248K.
  • Western Midstream Partners made up 0.02% of Caprock Group's portfolio in Q1 2026, its #656 holding.
  • Caprock Group first reported a position in Western Midstream Partners in Q1 2016 and has held it in 12 quarters since.
  • Caprock Group's Western Midstream Partners position peaked at $1.31M in Q2 2016.
  • 346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.