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 Q2	$16.4K	Hold	375	–	–	﹤0.01%	473
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

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

Heritage Wealth Advisors's WES Position: Q2 2026 in Review

Heritage Wealth Advisors held its Western Midstream Partners (WES) position steady in Q2 2026 at 375 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Heritage Wealth Advisors first reported a position in WES in Q3 2024 and has held it in 8 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Heritage Wealth Advisors held 375 shares of Western Midstream Partners worth $16.4K as of Q2 2026.
Heritage Wealth Advisors left its Western Midstream Partners share count unchanged in Q2 2026.
Western Midstream Partners made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #473 holding.
Heritage Wealth Advisors first reported a position in Western Midstream Partners in Q3 2024 and has held it in 8 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.