Concurrent Investment Advisors’s Western Midstream Partners WES Stock Holding History

Concurrent Investment Advisors’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	$837K	Buy	19,118 +1,710	+10%	+$73.6K	0.01%	1107
2026 Q1	$717K	Buy	17,408 +7,461	+75%	+$309K	0.01%	1038
2025 Q4	$393K	Buy	9,947 +3,697	+59%	+$143K	﹤0.01%	1252
2025 Q3	$246K	Buy	6,250 +100	+2%	+$3.9K	﹤0.01%	1251
2025 Q2	$238K	Buy	6,150 +69	+1%	+$2.63K	﹤0.01%	1181
2025 Q1	$249K	Buy	6,081 +20	+0.3%	+$814	0.01%	1016
2024 Q4	$233K	Buy	6,061 +8	+0.1%	+$309	0.01%	933
2024 Q3	$232K	Buy	6,053 +352	+6%	+$13.9K	0.01%	880
2024 Q2	$227K	Buy	+5,701	New	+$210K	0.01%	831

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

Concurrent Investment Advisors's WES Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Western Midstream Partners (WES) stake by 9.8% in Q2 2026, buying an estimated $73.6K and bringing the position to 19,118 shares worth $837K. The position accounts for 0.01% of the portfolio, ranked #1107.

Concurrent Investment Advisors first reported a position in WES in Q2 2024 and has held it in 9 quarters since. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Concurrent Investment Advisors held 19,118 shares of Western Midstream Partners worth $837K as of Q2 2026.
Concurrent Investment Advisors bought 1,710 Western Midstream Partners shares in Q2 2026, an estimated $73.6K.
Western Midstream Partners made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1107 holding.
Concurrent Investment Advisors first reported a position in Western Midstream Partners in Q2 2024 and has held it in 9 quarters since.
371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.