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Evergreen Capital Management’s Western Midstream Partners WES Stock Holding History

Evergreen Capital Management’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
2020
Q2 		– Sell
-2,500
Closed -$8K – 432
2020
Q1 		$8K Hold
2,500
– – ﹤0.01% 371
2019
Q4 		$49K Buy
+2,500
New +$51.8K ﹤0.01% 463

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Evergreen Capital Management's WES Position: Q2 2026 in Review

Evergreen Capital Management reduced its Western Midstream Partners (WES) stake by 1.5% in Q2 2026, selling an estimated $99.1K and leaving 155,867 shares worth $6.82M. The position accounts for 0.12% of the portfolio, ranked #164.

Evergreen Capital Management first reported a position in WES in Q2 2013 and has held it in 37 quarters since. The position peaked at $7.44M in Q4 2024. 202 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Evergreen Capital Management held 155,867 shares of Western Midstream Partners worth $6.82M as of Q2 2026.
  • Evergreen Capital Management sold 2,300 Western Midstream Partners shares in Q2 2026, an estimated $99.1K.
  • Western Midstream Partners made up 0.12% of Evergreen Capital Management's portfolio in Q2 2026, its #164 holding.
  • Evergreen Capital Management first reported a position in Western Midstream Partners in Q2 2013 and has held it in 37 quarters since.
  • Evergreen Capital Management's Western Midstream Partners position peaked at $7.44M in Q4 2024.
  • 202 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.