IEQ Capital
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IEQ Capital’s Western Midstream Partners WES Stock Holding History

IEQ Capital’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
Q3 		$1.46M Buy
32,870
+617
+2% +$29K 0.01% 936
2026
Q2 		$1.41M Buy
32,253
+642
+2% +$27.7K 0.01% 965
2026
Q1 		$1.3M Buy
31,611
+506
+2% +$20.9K 0.01% 932
2025
Q4 		$1.23M Buy
31,105
+867
+3% +$33.6K ﹤0.01% 961
2025
Q3 		$1.19M Buy
30,238
+698
+2% +$27.2K ﹤0.01% 942
2025
Q2 		$1.14M Sell
29,540
-4,945
-14% -$188K 0.01% 816
2025
Q1 		$1.41M Buy
34,485
+415
+1% +$16.9K 0.01% 669
2024
Q4 		$1.31M Buy
34,070
+6,265
+23% +$242K 0.01% 599
2024
Q3 		$1.06M Buy
27,805
+646
+2% +$25.5K 0.01% 523
2024
Q2 		$1.08M Buy
27,159
+619
+2% +$22.8K 0.01% 460
2024
Q1 		$944K Sell
26,540
-4,372
-14% -$136K 0.01% 473
2023
Q4 		$904K Buy
30,912
+834
+3% +$23.3K 0.02% 448
2023
Q3 		$819K Buy
30,078
+604
+2% +$16.4K 0.02% 446
2023
Q2 		$782K Sell
29,474
-2,990
-9% -$78.7K 0.02% 449
2023
Q1 		$856K Buy
32,464
+4,454
+16% +$120K 0.02% 429
2022
Q4 		$752K Buy
28,010
+504
+2% +$13.6K 0.02% 415
2022
Q3 		$692K Buy
27,506
+494
+2% +$13.2K 0.02% 455
2022
Q2 		$657K Buy
27,012
+521
+2% +$13.3K 0.02% 408
2022
Q1 		$668K Buy
26,491
+321
+1% +$7.92K 0.02% 425
2021
Q4 		$583K Buy
26,170
+381
+1% +$8.15K 0.01% 426
2021
Q3 		$541K Buy
25,789
+422
+2% +$8.41K 0.01% 412
2021
Q2 		$543K Buy
+25,367
New +$526K 0.02% 351

Other funds holding WES

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Texas Yale Capital Corp
Texas Yale Capital Corp St. Petersburg, Florida $4.05B AUM 29.51% 1-Year Est. Return

IEQ Capital's WES Position: Q3 2026 in Review

IEQ Capital increased its Western Midstream Partners (WES) stake by 1.9% in Q3 2026, buying an estimated $29K and bringing the position to 32,870 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #936.

IEQ Capital first reported a position in WES in Q2 2021 and has held it in 22 quarters since. 303 funds tracked by Wall St. Rank hold WES as of Q3 2026.

  • IEQ Capital held 32,870 shares of Western Midstream Partners worth $1.46M as of Q3 2026.
  • IEQ Capital bought 617 Western Midstream Partners shares in Q3 2026, an estimated $29K.
  • Western Midstream Partners made up 0.01% of IEQ Capital's portfolio in Q3 2026, its #936 holding.
  • IEQ Capital first reported a position in Western Midstream Partners in Q2 2021 and has held it in 22 quarters since.
  • 303 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.