Fidelis Capital Partners’s Western Midstream Partners WES Stock Holding History

Fidelis Capital 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
2026 Q2	$1.09M	Sell	25,020 -11,001	-31%	-$474K	0.06%	219
2026 Q1	$1.48M	Buy	36,021 +26,752	+289%	+$1.11M	0.11%	163
2025 Q4	$366K	Buy	9,269 +319	+4%	+$12.4K	0.03%	363
2025 Q3	$352K	Buy	8,950 +2,650	+42%	+$103K	0.03%	362
2025 Q2	$254K	Hold	6,300	–	–	0.02%	377
2025 Q1	$245K	Hold	6,300	–	–	0.03%	365
2024 Q4	$256K	Buy	+6,300	New	+$243K	0.03%	366

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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

Neuberger Berman Group New York $150B AUM 40.08% 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 $5.1B AUM 17.16% 1-Year Est. Return

Fidelis Capital Partners's WES Position: Q2 2026 in Review

Fidelis Capital Partners reduced its Western Midstream Partners (WES) stake by 31% in Q2 2026, selling an estimated $474K and leaving 25,020 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #219.

Fidelis Capital Partners first reported a position in WES in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q1 2026. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Fidelis Capital Partners held 25,020 shares of Western Midstream Partners worth $1.09M as of Q2 2026.
Fidelis Capital Partners sold 11,001 Western Midstream Partners shares in Q2 2026, an estimated $474K.
Western Midstream Partners made up 0.06% of Fidelis Capital Partners's portfolio in Q2 2026, its #219 holding.
Fidelis Capital Partners first reported a position in Western Midstream Partners in Q4 2024 and has held it in 7 quarters since.
Fidelis Capital Partners's Western Midstream Partners position peaked at $1.48M in Q1 2026.
371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.