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Journey Strategic Wealth’s Western Midstream Partners WES Stock Holding History

Journey Strategic Wealth’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 		$548K Hold
13,300
– – 0.01% 325
2025
Q4 		$525K Buy
13,300
+500
+4% +$19.4K 0.01% 302
2025
Q3 		$503K Buy
12,800
+6,900
+117% +$269K 0.01% 295
2025
Q2 		$228K Buy
5,900
+400
+7% +$15.2K 0.01% 554
2025
Q1 		$225K Buy
+5,500
New +$224K 0.01% 432

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Journey Strategic Wealth's WES Position: Q1 2026 in Review

Journey Strategic Wealth held its Western Midstream Partners (WES) position steady in Q1 2026 at 13,300 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #325.

Journey Strategic Wealth first reported a position in WES in Q1 2025 and has held it in 5 quarters since. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

  • Journey Strategic Wealth held 13,300 shares of Western Midstream Partners worth $548K as of Q1 2026.
  • Journey Strategic Wealth left its Western Midstream Partners share count unchanged in Q1 2026.
  • Western Midstream Partners made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #325 holding.
  • Journey Strategic Wealth first reported a position in Western Midstream Partners in Q1 2025 and has held it in 5 quarters since.
  • 346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.