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HB Wealth Management’s Western Midstream Partners WES Stock Holding History

HB Wealth 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
2026
Q2 		$387K Sell
8,840
-1,099
-11% -$47.3K ﹤0.01% 1240
2026
Q1 		$409K Buy
9,939
+1,806
+22% +$74.7K ﹤0.01% 1069
2025
Q4 		$321K Buy
8,133
+233
+3% +$9.03K ﹤0.01% 1106
2025
Q3 		$310K Buy
7,900
+304
+4% +$11.9K ﹤0.01% 1056
2025
Q2 		$294K Buy
7,596
+152
+2% +$5.78K ﹤0.01% 946
2025
Q1 		$305K Buy
7,444
+977
+15% +$39.8K ﹤0.01% 957
2024
Q4 		$249K Hold
6,467
– – ﹤0.01% 883
2024
Q3 		$247K Hold
6,467
– – ﹤0.01% 824
2024
Q2 		$257K Buy
6,467
+674
+12% +$24.8K ﹤0.01% 767
2024
Q1 		$206K Buy
+5,793
New +$180K ﹤0.01% 793
2023
Q2 		– Sell
-8,734
Closed -$230K – 764
2023
Q1 		$230K Hold
8,734
– – ﹤0.01% 629
2022
Q4 		$235K Hold
8,734
– – ﹤0.01% 597
2022
Q3 		$220K Hold
8,734
– – ﹤0.01% 524
2022
Q2 		$212K Hold
8,734
– – ﹤0.01% 534
2022
Q1 		$220K Sell
8,734
-4,689
-35% -$116K ﹤0.01% 544
2021
Q4 		$299K Buy
+13,423
New +$287K 0.01% 391

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

HB Wealth Management's WES Position: Q2 2026 in Review

HB Wealth Management reduced its Western Midstream Partners (WES) stake by 11% in Q2 2026, selling an estimated $47.3K and leaving 8,840 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

HB Wealth Management first reported a position in WES in Q4 2021 and has held it in 16 quarters since. The position peaked at $409K in Q1 2026. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • HB Wealth Management held 8,840 shares of Western Midstream Partners worth $387K as of Q2 2026.
  • HB Wealth Management sold 1,099 Western Midstream Partners shares in Q2 2026, an estimated $47.3K.
  • Western Midstream Partners made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1240 holding.
  • HB Wealth Management first reported a position in Western Midstream Partners in Q4 2021 and has held it in 16 quarters since.
  • HB Wealth Management's Western Midstream Partners position peaked at $409K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.