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Cyndeo Wealth Partners’s Western Midstream Partners WES Stock Holding History

Cyndeo Wealth Partners’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
Q2 		– Sell
-6,573
Closed -$269K – 494
2025
Q1 		$269K Hold
6,573
– – 0.02% 386
2024
Q4 		$253K Hold
6,573
– – 0.02% 395
2024
Q3 		$251K Buy
+6,573
New +$259K 0.02% 402

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Goldman Sachs
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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cyndeo Wealth Partners's WES Position: Q2 2025 in Review

Cyndeo Wealth Partners sold out of Western Midstream Partners (WES) in Q2 2025, closing a stake of 6,573 shares — an estimated $269K sold.

Cyndeo Wealth Partners first reported a position in WES in Q3 2024 and held it in 3 quarters. The position peaked at $269K in Q1 2025. 281 funds tracked by Wall St. Rank hold WES as of Q2 2025.

  • Cyndeo Wealth Partners reported no remaining Western Midstream Partners position as of Q2 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 6,573 Western Midstream Partners shares in Q2 2025, an estimated $269K.
  • Cyndeo Wealth Partners first reported a position in Western Midstream Partners in Q3 2024 and held it in 3 quarters.
  • Cyndeo Wealth Partners's Western Midstream Partners position peaked at $269K in Q1 2025.
  • 281 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.