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IFP Advisors’s Western Midstream Partners WES Stock Holding History

IFP 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 		$123K Sell
2,801
-1,407
-33% -$60.6K ﹤0.01% 1838
2026
Q1 		$173K Sell
4,208
-5,473
-57% -$226K ﹤0.01% 1474
2025
Q4 		$382K Buy
9,681
+1,217
+14% +$47.2K 0.01% 1052
2025
Q3 		$333K Sell
8,464
-2,293
-21% -$89.5K 0.01% 1037
2025
Q2 		$416K Buy
10,757
+459
+4% +$17.5K 0.01% 909
2025
Q1 		$422K Buy
10,298
+3,111
+43% +$127K 0.01% 833
2024
Q4 		$276K Buy
7,187
+1,657
+30% +$64K 0.01% 980
2024
Q3 		$212K Sell
5,530
-21
-0.4% -$828 0.01% 1059
2024
Q2 		$221K Buy
5,551
+1,854
+50% +$68.2K 0.01% 1000
2024
Q1 		$131K Sell
3,697
-603
-14% -$18.7K 0.01% 1178
2023
Q4 		$126K Buy
4,300
+348
+9% +$9.72K 0.01% 1155
2023
Q3 		$108K Buy
3,952
+496
+14% +$13.5K ﹤0.01% 1220
2023
Q2 		$91.7K Buy
3,456
+1,263
+58% +$33.2K ﹤0.01% 1342
2023
Q1 		$73.3K Sell
2,193
-1,800
-45% -$48.4K ﹤0.01% 1396
2022
Q4 		$133K Buy
3,993
+350
+10% +$9.44K ﹤0.01% 1585
2022
Q3 		$122K Buy
3,643
+62
+2% +$1.66K ﹤0.01% 1718
2022
Q2 		$120K Hold
3,581
– – ﹤0.01% 1578
2022
Q1 		$120K Buy
3,581
+2,579
+257% +$63.6K ﹤0.01% 1578
2021
Q4 		$22K Hold
1,002
– – ﹤0.01% 1912
2021
Q3 		$21K Buy
1,002
+25
+3% +$498 ﹤0.01% 1967
2021
Q2 		$21K Hold
977
– – ﹤0.01% 1917
2021
Q1 		$18K Buy
977
+175
+22% +$2.98K ﹤0.01% 1897
2020
Q4 		$11K Hold
802
– – ﹤0.01% 2050
2020
Q3 		$7K Sell
802
-213
-21% -$1.92K ﹤0.01% 2055
2020
Q2 		$10K Sell
1,015
-1,800
-64% -$14.9K ﹤0.01% 1835
2020
Q1 		$11K Hold
2,815
– – ﹤0.01% 1738
2019
Q4 		$58K Hold
2,815
– – ﹤0.01% 1197
2019
Q3 		$69K Buy
+2,815
New +$74.9K ﹤0.01% 1226
2019
Q1 		$81K Buy
+2,584
New +$82K 0.01% 773
2016
Q2 		– Sell
-2,584
Closed -$81K – 4094
2016
Q1 		$81K Buy
+2,584
New +$74.7K 0.01% 773

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

IFP Advisors's WES Position: Q2 2026 in Review

IFP Advisors reduced its Western Midstream Partners (WES) stake by 33% in Q2 2026, selling an estimated $60.6K and leaving 2,801 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

IFP Advisors first reported a position in WES in Q1 2016 and has held it in 30 quarters since. The position peaked at $422K in Q1 2025. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • IFP Advisors held 2,801 shares of Western Midstream Partners worth $123K as of Q2 2026.
  • IFP Advisors sold 1,407 Western Midstream Partners shares in Q2 2026, an estimated $60.6K.
  • Western Midstream Partners made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1838 holding.
  • IFP Advisors first reported a position in Western Midstream Partners in Q1 2016 and has held it in 30 quarters since.
  • IFP Advisors's Western Midstream Partners position peaked at $422K in Q1 2025.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.