Jones Financial Companies
WES icon

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
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

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TCA
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CCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return