Independent Advisor Alliance’s Western Midstream Partners WES Stock Holding History

Independent Advisor Alliance’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	–	Sell	-22,506	Closed	-$889K	–	1671
2025 Q4	$889K	Buy	22,506 +409	+2%	+$15.9K	0.02%	500
2025 Q3	$868K	Sell	22,097 -395	-2%	-$15.4K	0.02%	473
2025 Q2	$870K	Hold	22,492	–	–	0.03%	443
2025 Q1	$921K	Sell	22,492 -155	-0.7%	-$6.31K	0.03%	385
2024 Q4	$870K	Hold	22,647	–	–	0.01%	763
2024 Q3	$866K	Buy	22,647 +800	+4%	+$31.5K	0.03%	351
2024 Q2	$868K	Buy	+21,847	New	+$804K	0.03%	353

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

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

Independent Advisor Alliance's WES Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Western Midstream Partners (WES) in Q1 2026, closing a stake of 22,506 shares — an estimated $889K sold.

Independent Advisor Alliance first reported a position in WES in Q2 2024 and held it in 7 quarters. The position peaked at $921K in Q1 2025. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

Independent Advisor Alliance reported no remaining Western Midstream Partners position as of Q1 2026 after selling out during the quarter.
Independent Advisor Alliance sold 22,506 Western Midstream Partners shares in Q1 2026, an estimated $889K.
Independent Advisor Alliance first reported a position in Western Midstream Partners in Q2 2024 and held it in 7 quarters.
Independent Advisor Alliance's Western Midstream Partners position peaked at $921K in Q1 2025.
346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.