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Independent Financial Group’s Western Midstream Partners WES Stock Holding History

Independent Financial Group’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 		$1.51M Sell
34,393
-1,336
-4% -$57.5K 0.03% 544
2026
Q1 		$1.47M Sell
35,729
-2,129
-6% -$88K 0.03% 499
2025
Q4 		$1.5M Buy
37,858
+2,783
+8% +$108K 0.03% 480
2025
Q3 		$1.38M Buy
35,075
+2,606
+8% +$102K 0.03% 507
2025
Q2 		$1.26M Buy
32,469
+3,007
+10% +$114K 0.03% 476
2025
Q1 		$1.21M Sell
29,462
-886
-3% -$36.1K 0.04% 432
2024
Q4 		$1.17M Sell
30,348
-725
-2% -$28K 0.04% 433
2024
Q3 		$1.19M Buy
31,073
+5,719
+23% +$225K 0.04% 397
2024
Q2 		$1.01M Buy
25,354
+18,336
+261% +$675K 0.04% 407
2024
Q1 		$249K Sell
7,018
-8,000
-53% -$248K 0.01% 868
2023
Q4 		$439K Buy
15,018
+100
+0.7% +$2.79K 0.02% 594
2023
Q3 		$406K Sell
14,918
-200
-1% -$5.43K 0.03% 559
2023
Q2 		$401K Hold
15,118
– – 0.03% 540
2023
Q1 		$399K Sell
15,118
-982
-6% -$26.4K 0.03% 517
2022
Q4 		$432K Sell
16,100
-600
-4% -$16.2K 0.04% 455
2022
Q3 		$420K Buy
16,700
+3,600
+27% +$96.1K 0.04% 438
2022
Q2 		$318K Buy
13,100
+5,000
+62% +$128K 0.03% 488
2022
Q1 		$204K Sell
8,100
-10,400
-56% -$256K 0.02% 726
2021
Q4 		$412K Sell
18,500
-1,500
-8% -$32.1K 0.03% 477
2021
Q3 		$419K Buy
20,000
+377
+2% +$7.51K 0.04% 412
2021
Q2 		$420K Buy
19,623
+2,423
+14% +$50.2K 0.04% 421
2021
Q1 		$320K Buy
17,200
+1,100
+7% +$18.7K 0.04% 448
2020
Q4 		$223K Sell
16,100
-14,400
-47% -$165K 0.03% 497
2020
Q3 		$244K Buy
30,500
+1,000
+3% +$9.02K 0.05% 398
2020
Q2 		$296K Buy
29,500
+18,000
+157% +$149K 0.07% 317
2020
Q1 		$37.3K Buy
+11,500
New +$158K 0.01% 405

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

Independent Financial Group's WES Position: Q2 2026 in Review

Independent Financial Group reduced its Western Midstream Partners (WES) stake by 3.7% in Q2 2026, selling an estimated $57.5K and leaving 34,393 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #544.

Independent Financial Group first reported a position in WES in Q1 2020 and has held it in 26 quarters since. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Independent Financial Group held 34,393 shares of Western Midstream Partners worth $1.51M as of Q2 2026.
  • Independent Financial Group sold 1,336 Western Midstream Partners shares in Q2 2026, an estimated $57.5K.
  • Western Midstream Partners made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #544 holding.
  • Independent Financial Group first reported a position in Western Midstream Partners in Q1 2020 and has held it in 26 quarters since.
  • 371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.