Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Western Midstream Partners WES Stock Holding History

Carson Wealth (CWM 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
Q1 		$914K Sell
22,209
-2
-0% -$83 ﹤0.01% 1597
2025
Q4 		$877K Buy
22,211
+2
+0% +$78 ﹤0.01% 1573
2025
Q3 		$873K Buy
+22,209
New +$867K ﹤0.01% 1493
2022
Q1 		– Sell
-1,235
Closed -$28K – 3901
2021
Q4 		$28K Buy
+1,235
New +$26.4K ﹤0.01% 1814

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

Carson Wealth (CWM LLC)'s WES Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Western Midstream Partners (WES) stake by 0.01% in Q1 2026, selling an estimated $83 and leaving 22,209 shares worth $914K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Carson Wealth (CWM LLC) first reported a position in WES in Q4 2021 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,209 shares of Western Midstream Partners worth $914K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2 Western Midstream Partners shares in Q1 2026, an estimated $83.
  • Western Midstream Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1597 holding.
  • Carson Wealth (CWM LLC) first reported a position in Western Midstream Partners in Q4 2021 and has held it in 4 quarters since.
  • 346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.