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 Q2	$716K	Buy	16,365 +86	+0.5%	+$3.7K	0.01%	741
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

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

Caprock Group's WES Position: Q2 2026 in Review

Caprock Group increased its Western Midstream Partners (WES) stake by 0.53% in Q2 2026, buying an estimated $3.7K and bringing the position to 16,365 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #741.

Caprock Group first reported a position in WES in Q1 2016 and has held it in 13 quarters since. The position peaked at $1.31M in Q2 2016. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Caprock Group held 16,365 shares of Western Midstream Partners worth $716K as of Q2 2026.
Caprock Group bought 86 Western Midstream Partners shares in Q2 2026, an estimated $3.7K.
Western Midstream Partners made up 0.01% of Caprock Group's portfolio in Q2 2026, its #741 holding.
Caprock Group first reported a position in Western Midstream Partners in Q1 2016 and has held it in 13 quarters since.
Caprock Group's Western Midstream Partners position peaked at $1.31M in Q2 2016.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.