Jones Financial Companies’s Western Midstream Partners WES Stock Holding History

Jones Financial Companies’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	$144K	Sell	3,338 -100	-3%	-$4.31K	﹤0.01%	2708
2026 Q1	$144K	Buy	3,438 +1,653	+93%	+$68.4K	﹤0.01%	2522
2025 Q4	$70.5K	Buy	1,785 +877	+97%	+$34K	﹤0.01%	2374
2025 Q3	$35.8K	Buy	908 +420	+86%	+$16.4K	﹤0.01%	2520
2025 Q2	$18.8K	Sell	488 -300	-38%	-$11.4K	﹤0.01%	2622
2025 Q1	$32.7K	Buy	788 +160	+25%	+$6.52K	﹤0.01%	2225
2024 Q4	$24.1K	Buy	628 +571	+1,002%	+$22K	﹤0.01%	2170
2024 Q3	$2.18K	Buy	+57	New	+$2.25K	﹤0.01%	2663
2023 Q2	–	Sell	-305	Closed	-$8.04K	–	602
2023 Q1	$8.04K	Buy	+305	New	+$8.19K	﹤0.01%	488

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 $39B AUM 18.55% 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 $2.79B AUM 24.88% 1-Year Est. Return

KACA

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

Jones Financial Companies's WES Position: Q2 2026 in Review

Jones Financial Companies reduced its Western Midstream Partners (WES) stake by 2.9% in Q2 2026, selling an estimated $4.31K and leaving 3,338 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

Jones Financial Companies first reported a position in WES in Q1 2023 and has held it in 9 quarters since. The position peaked at $144K in Q1 2026. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Jones Financial Companies held 3,338 shares of Western Midstream Partners worth $144K as of Q2 2026.
Jones Financial Companies sold 100 Western Midstream Partners shares in Q2 2026, an estimated $4.31K.
Western Midstream Partners made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2708 holding.
Jones Financial Companies first reported a position in Western Midstream Partners in Q1 2023 and has held it in 9 quarters since.
Jones Financial Companies's Western Midstream Partners position peaked at $144K in Q1 2026.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.