IWA
WES icon

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

Icon 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 		$628K Buy
14,347
+199
+1% +$8.57K 0.04% 254
2026
Q1 		$597K Buy
14,148
+3,370
+31% +$139K 0.04% 237
2025
Q4 		$426K Buy
10,778
+175
+2% +$6.78K 0.03% 270
2025
Q3 		$417K Sell
10,603
-3
-0% -$117 0.03% 275
2025
Q2 		$410K Buy
10,606
+257
+2% +$9.78K 0.03% 272
2025
Q1 		$424K Sell
10,349
-469
-4% -$19.1K 0.03% 235
2024
Q4 		$416K Sell
10,818
-81
-0.7% -$3.13K 0.03% 240
2024
Q3 		$417K Buy
10,899
+76
+0.7% +$3K 0.03% 234
2024
Q2 		$443K Sell
10,823
-404
-4% -$14.9K 0.04% 225
2024
Q1 		$399K Hold
11,227
– – 0.04% 234
2023
Q4 		$329K Buy
+11,227
New +$314K 0.03% 251
2022
Q4 		$256K Sell
9,551
-1,190
-11% -$32.1K 0.03% 274
2022
Q3 		$270K Buy
+10,741
New +$287K 0.03% 256

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 $32.9B AUM 23.66% 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 $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

Icon Wealth Advisors increased its Western Midstream Partners (WES) stake by 1.4% in Q2 2026, buying an estimated $8.57K and bringing the position to 14,347 shares worth $628K. The position accounts for 0.04% of the portfolio, ranked #254.

Icon Wealth Advisors first reported a position in WES in Q3 2022 and has held it in 13 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Icon Wealth Advisors held 14,347 shares of Western Midstream Partners worth $628K as of Q2 2026.
  • Icon Wealth Advisors bought 199 Western Midstream Partners shares in Q2 2026, an estimated $8.57K.
  • Western Midstream Partners made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #254 holding.
  • Icon Wealth Advisors first reported a position in Western Midstream Partners in Q3 2022 and has held it in 13 quarters since.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.