Jones Financial Companies
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Jones Financial Companies’s Westlake Chemical Partners WLKP Stock Holding History

Jones Financial Companies’s Portfolio WLKP Stock Details WLKP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.71K Buy
429
+1
+0.2% +$23 ﹤0.01% 3804
2026
Q1 		$9.28K Buy
428
+302
+240% +$6.48K ﹤0.01% 3607
2025
Q4 		$2.4K Buy
126
+1
+0.8% +$19 ﹤0.01% 3774
2025
Q3 		$2.62K Buy
125
+101
+421% +$2.21K ﹤0.01% 3600
2025
Q2 		$532 Buy
+24
New +$544 ﹤0.01% 3795
2024
Q4 		– Sell
-330
Closed -$7.38K – 3516
2024
Q3 		$7.38K Buy
+330
New +$7.49K ﹤0.01% 2326

Other funds holding WLKP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return

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

Jones Financial Companies increased its Westlake Chemical Partners (WLKP) stake by 0.23% in Q2 2026, buying an estimated $23 and bringing the position to 429 shares worth $9.71K. The position accounts for ﹤0.01% of the portfolio, ranked #3804.

Jones Financial Companies first reported a position in WLKP in Q3 2024 and has held it in 6 quarters since. 56 funds tracked by Wall St. Rank hold WLKP as of Q2 2026.

  • Jones Financial Companies held 429 shares of Westlake Chemical Partners worth $9.71K as of Q2 2026.
  • Jones Financial Companies bought 1 Westlake Chemical Partners share in Q2 2026, an estimated $23.
  • Westlake Chemical Partners made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3804 holding.
  • Jones Financial Companies first reported a position in Westlake Chemical Partners in Q3 2024 and has held it in 6 quarters since.
  • 56 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q2 2026.

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