Coppell Advisory Solutions’s Western Midstream Partners WES Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-16	Closed	-$622	–	1869
2024 Q4	$622	Hold	16	–	–	﹤0.01%	1732
2024 Q3	$612	Hold	16	–	–	﹤0.01%	1641
2024 Q2	$636	Buy	+16	New	+$589	﹤0.01%	1564
2023 Q4	$468	Sell	16 -20	-56%	-$559	﹤0.01%	1522
2023 Q3	$967	Buy	36 +20	+125%	+$543	﹤0.01%	940
2023 Q2	$422	Buy	+16	New	+$421	﹤0.01%	1247
2023 Q1	–	Sell	-36	Closed	-$967	–	1085
2022 Q4	$967	Buy	+36	New	+$971	﹤0.01%	941

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

Blackstone Inc New York $32.9B AUM 23.66% 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Coppell Advisory Solutions's WES Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Western Midstream Partners (WES) in Q1 2025, closing a stake of 16 shares — an estimated $622 sold.

Coppell Advisory Solutions first reported a position in WES in Q4 2022 and held it in 7 quarters. The position peaked at $967 in Q3 2023. 279 funds tracked by Wall St. Rank hold WES as of Q1 2025.

Coppell Advisory Solutions reported no remaining Western Midstream Partners position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 16 Western Midstream Partners shares in Q1 2025, an estimated $622.
Coppell Advisory Solutions first reported a position in Western Midstream Partners in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Western Midstream Partners position peaked at $967 in Q3 2023.
279 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.