Kovack Advisors’s Western Midstream Partners WES Stock Holding History

Kovack Advisors’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	$710K	Sell	16,251 -6,955	-30%	-$300K	0.03%	496
2026 Q1	$954K	Buy	23,206 +1,659	+8%	+$68.6K	0.05%	382
2025 Q4	$851K	Buy	+21,547	New	+$835K	0.04%	436
2023 Q1	–	Sell	-12,600	Closed	-$338K	–	654
2022 Q4	$338K	Hold	12,600	–	–	0.05%	378
2022 Q3	$317K	Buy	12,600 +400	+3%	+$10.7K	0.05%	391
2022 Q2	$297K	Hold	12,200	–	–	0.04%	449
2022 Q1	$307K	Sell	12,200 -450	-4%	-$11.1K	0.03%	522
2021 Q4	$282K	Hold	12,650	–	–	0.03%	550
2021 Q3	$265K	Hold	12,650	–	–	0.03%	570
2021 Q2	$271K	Hold	12,650	–	–	0.03%	546
2021 Q1	$235K	Buy	12,650 +450	+4%	+$7.66K	0.03%	541
2020 Q4	$169K	Hold	12,200	–	–	0.02%	536
2020 Q3	$98K	Hold	12,200	–	–	0.02%	463
2020 Q2	$122K	Hold	12,200	–	–	0.02%	436
2020 Q1	$40K	Hold	12,200	–	–	0.01%	433
2019 Q4	$240K	Buy	+12,200	New	+$253K	0.04%	412

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

Kovack Advisors's WES Position: Q2 2026 in Review

Kovack Advisors reduced its Western Midstream Partners (WES) stake by 30% in Q2 2026, selling an estimated $300K and leaving 16,251 shares worth $710K. The position accounts for 0.03% of the portfolio, ranked #496.

Kovack Advisors first reported a position in WES in Q4 2019 and has held it in 16 quarters since. The position peaked at $954K in Q1 2026. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Kovack Advisors held 16,251 shares of Western Midstream Partners worth $710K as of Q2 2026.
Kovack Advisors sold 6,955 Western Midstream Partners shares in Q2 2026, an estimated $300K.
Western Midstream Partners made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #496 holding.
Kovack Advisors first reported a position in Western Midstream Partners in Q4 2019 and has held it in 16 quarters since.
Kovack Advisors's Western Midstream Partners position peaked at $954K in Q1 2026.
371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.