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Garton & Associates Financial Advisors’s Western Midstream Partners WES Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-808
Closed -$31.9K – 700
2025
Q4 		$31.9K Buy
+808
New +$31.3K 0.02% 493

Other funds holding WES

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Neuberger Berman Group
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Garton & Associates Financial Advisors's WES Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Western Midstream Partners (WES) in Q1 2026, closing a stake of 808 shares — an estimated $31.9K sold.

Garton & Associates Financial Advisors first reported a position in WES in Q4 2025 and held it in 1 quarter. The position peaked at $31.9K in Q4 2025. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Western Midstream Partners position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 808 Western Midstream Partners shares in Q1 2026, an estimated $31.9K.
  • Garton & Associates Financial Advisors first reported a position in Western Midstream Partners in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Western Midstream Partners position peaked at $31.9K in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.