CAG
WES icon

Crestwood Advisors Group’s Western Midstream Partners WES Stock Holding History

Crestwood Advisors 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
Q1 		– Sell
-7,231
Closed -$286K – 799
2025
Q4 		$286K Buy
+7,231
New +$280K ﹤0.01% 538

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Crestwood Advisors Group's WES Position: Q1 2026 in Review

Crestwood Advisors Group sold out of Western Midstream Partners (WES) in Q1 2026, closing a stake of 7,231 shares — an estimated $286K sold.

Crestwood Advisors Group first reported a position in WES in Q4 2025 and held it in 1 quarter. The position peaked at $286K in Q4 2025. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

  • Crestwood Advisors Group reported no remaining Western Midstream Partners position as of Q1 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 7,231 Western Midstream Partners shares in Q1 2026, an estimated $286K.
  • Crestwood Advisors Group first reported a position in Western Midstream Partners in Q4 2025 and held it in 1 quarter.
  • Crestwood Advisors Group's Western Midstream Partners position peaked at $286K in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.