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Custom Index Systems’s Western Midstream Partners WES Stock Holding History

Custom Index Systems’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
Q3 		– Sell
-22,165
Closed -$858K – 284
2025
Q2 		$858K Buy
22,165
+2,370
+12% +$90.2K 0.41% 70
2025
Q1 		$811K Sell
19,795
-11,043
-36% -$450K 0.41% 69
2024
Q4 		$1.19M Buy
30,838
+13
+0% +$502 0.64% 40
2024
Q3 		$1.18M Sell
30,825
-9,701
-24% -$382K 0.64% 35
2024
Q2 		$1.61M Sell
40,526
-3,322
-8% -$122K 0.92% 25
2024
Q1 		$1.56M Buy
+43,848
New +$1.36M 0.89% 30

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Custom Index Systems's WES Position: Q3 2025 in Review

Custom Index Systems sold out of Western Midstream Partners (WES) in Q3 2025, closing a stake of 22,165 shares — an estimated $858K sold.

Custom Index Systems first reported a position in WES in Q1 2024 and held it in 6 quarters. The position peaked at $1.61M in Q2 2024. 288 funds tracked by Wall St. Rank hold WES as of Q3 2025.

  • Custom Index Systems reported no remaining Western Midstream Partners position as of Q3 2025 after selling out during the quarter.
  • Custom Index Systems sold 22,165 Western Midstream Partners shares in Q3 2025, an estimated $858K.
  • Custom Index Systems first reported a position in Western Midstream Partners in Q1 2024 and held it in 6 quarters.
  • Custom Index Systems's Western Midstream Partners position peaked at $1.61M in Q2 2024.
  • 288 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2025.

Based on Custom Index Systems's 13F filing for Q3 2025, filed 29 Oct 2025.