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Heritage Wealth Advisors’s Western Midstream Partners WES Stock Holding History

Heritage Wealth 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 		$15.4K Hold
375
– – ﹤0.01% 477
2025
Q4 		$14.8K Hold
375
– – ﹤0.01% 430
2025
Q3 		$14.7K Hold
375
– – ﹤0.01% 404
2025
Q2 		$14.5K Hold
375
– – ﹤0.01% 405
2025
Q1 		$15.4K Hold
375
– – ﹤0.01% 392
2024
Q4 		$14.4K Hold
375
– – ﹤0.01% 417
2024
Q3 		$14.3K Buy
+375
New +$14.8K ﹤0.01% 421

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Heritage Wealth Advisors's WES Position: Q1 2026 in Review

Heritage Wealth Advisors held its Western Midstream Partners (WES) position steady in Q1 2026 at 375 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Heritage Wealth Advisors first reported a position in WES in Q3 2024 and has held it in 7 quarters since. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

  • Heritage Wealth Advisors held 375 shares of Western Midstream Partners worth $15.4K as of Q1 2026.
  • Heritage Wealth Advisors left its Western Midstream Partners share count unchanged in Q1 2026.
  • Western Midstream Partners made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #477 holding.
  • Heritage Wealth Advisors first reported a position in Western Midstream Partners in Q3 2024 and has held it in 7 quarters since.
  • 346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.