IFG Advisory’s Western Midstream Partners WES Stock Holding History

IFG Advisory’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	$1.42M	Buy	+34,577	New	+$1.43M	4.08%	5
2025 Q3	–	Sell	-26,343	Closed	-$1.02M	–	800
2025 Q2	$1.02M	Buy	26,343 +17,055	+184%	+$649K	0.05%	331
2025 Q1	$380K	Buy	9,288 +2,958	+47%	+$120K	0.02%	500
2024 Q4	$243K	Buy	+6,330	New	+$244K	0.01%	586

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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 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

IFG Advisory's WES Position: Q1 2026 in Review

IFG Advisory opened a new position in Western Midstream Partners (WES) in Q1 2026: 34,577 shares worth $1.42M. The stake represents 4.08% of the portfolio and ranks #5 among its holdings. This is a return to the name: IFG Advisory previously reported a position in WES as recently as Q2 2025.

IFG Advisory first reported a position in WES in Q4 2024 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

IFG Advisory held 34,577 shares of Western Midstream Partners worth $1.42M as of Q1 2026.
Western Midstream Partners was a new IFG Advisory position in Q1 2026.
Western Midstream Partners made up 4.08% of IFG Advisory's portfolio in Q1 2026, its #5 holding.
IFG Advisory first reported a position in Western Midstream Partners in Q4 2024 and has held it in 4 quarters since.
346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.