Financial Advocates Investment Management’s Western Midstream Partners WES Stock Holding History

Financial Advocates Investment 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 Q3	–	Sell	-9,096	Closed	-$352K	–	597
2025 Q2	$352K	Buy	+9,096	New	+$346K	0.03%	458

Other funds holding WES

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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 $5.1B AUM 17.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's WES Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Western Midstream Partners (WES) in Q3 2025, closing a stake of 9,096 shares — an estimated $352K sold.

Financial Advocates Investment Management first reported a position in WES in Q2 2025 and held it in 1 quarter. The position peaked at $352K in Q2 2025. 288 funds tracked by Wall St. Rank hold WES as of Q3 2025.

Financial Advocates Investment Management reported no remaining Western Midstream Partners position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 9,096 Western Midstream Partners shares in Q3 2025, an estimated $352K.
Financial Advocates Investment Management first reported a position in Western Midstream Partners in Q2 2025 and held it in 1 quarter.
Financial Advocates Investment Management's Western Midstream Partners position peaked at $352K in Q2 2025.
288 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.