Corient Private Wealth
WES icon

Corient Private Wealth’s Western Midstream Partners WES Stock Holding History

Corient Private Wealth’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 		$868K Sell
22,271
-3,596
-14% -$149K ﹤0.01% 1735
2025
Q4 		$982K Buy
25,867
+5,635
+28% +$218K ﹤0.01% 1896
2025
Q3 		$795K Buy
20,232
+7,825
+63% +$305K ﹤0.01% 1539
2025
Q2 		$480K Sell
12,407
-5,984
-33% -$228K ﹤0.01% 1728
2025
Q1 		$753K Sell
18,391
-6,087
-25% -$248K ﹤0.01% 1405
2024
Q4 		$941K Buy
24,478
+1,337
+6% +$51.6K ﹤0.01% 1346
2024
Q3 		$885K Buy
23,141
+6,635
+40% +$261K ﹤0.01% 1460
2024
Q2 		$656K Sell
16,506
-2,283
-12% -$84K ﹤0.01% 1506
2024
Q1 		$668K Sell
18,789
-3,100
-14% -$96.2K ﹤0.01% 1486
2023
Q4 		$640K Hold
21,889
– – ﹤0.01% 1481
2023
Q3 		$596K Sell
21,889
-601
-3% -$16.3K ﹤0.01% 1393
2023
Q2 		$596K Buy
+22,490
New +$592K ﹤0.01% 1371

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $761B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B 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 $2.83B AUM 15.14% 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