Intrua Financial’s Western Midstream Partners WES Stock Holding History

Intrua Financial’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	$366K	Buy	8,357 +1,764	+27%	+$76K	0.03%	354
2026 Q1	$271K	Buy	6,593 +65	+1%	+$2.69K	0.03%	385
2025 Q4	$258K	Buy	6,528 +1,308	+25%	+$50.7K	0.03%	398
2025 Q3	$205K	Buy	+5,220	New	+$204K	0.02%	433

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

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

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 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

Intrua Financial's WES Position: Q2 2026 in Review

Intrua Financial increased its Western Midstream Partners (WES) stake by 27% in Q2 2026, buying an estimated $76K and bringing the position to 8,357 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #354.

Intrua Financial first reported a position in WES in Q3 2025 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Intrua Financial held 8,357 shares of Western Midstream Partners worth $366K as of Q2 2026.
Intrua Financial bought 1,764 Western Midstream Partners shares in Q2 2026, an estimated $76K.
Western Midstream Partners made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #354 holding.
Intrua Financial first reported a position in Western Midstream Partners in Q3 2025 and has held it in 4 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.