F&V Capital Management’s Western Midstream Partners WES Stock Holding History

F&V 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
2025 Q2	–	Sell	-9,050	Closed	-$371K	–	62
2025 Q1	$371K	Buy	9,050 +1,050	+13%	+$42.8K	0.1%	47
2024 Q4	$307K	Hold	8,000	–	–	0.08%	49
2024 Q3	$306K	Hold	8,000	–	–	0.08%	45
2024 Q2	$318K	Hold	8,000	–	–	0.09%	45
2024 Q1	$284K	Buy	+8,000	New	+$248K	0.08%	49

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

F&V Capital Management's WES Position: Q2 2025 in Review

F&V Capital Management sold out of Western Midstream Partners (WES) in Q2 2025, closing a stake of 9,050 shares — an estimated $371K sold.

F&V Capital Management first reported a position in WES in Q1 2024 and held it in 5 quarters. The position peaked at $371K in Q1 2025. 281 funds tracked by Wall St. Rank hold WES as of Q2 2025.

F&V Capital Management reported no remaining Western Midstream Partners position as of Q2 2025 after selling out during the quarter.
F&V Capital Management sold 9,050 Western Midstream Partners shares in Q2 2025, an estimated $371K.
F&V Capital Management first reported a position in Western Midstream Partners in Q1 2024 and held it in 5 quarters.
F&V Capital Management's Western Midstream Partners position peaked at $371K in Q1 2025.
281 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2025.

Based on F&V Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.