Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Western Midstream Partners WES Stock Holding History

Kovitz Investment Group Partners’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
2025
Q3 		– Sell
-59,280
Closed -$2.29M – 1490
2025
Q2 		$2.29M Buy
59,280
+6,136
+12% +$233K 0.01% 604
2025
Q1 		$2.18M Sell
53,144
-16,222
-23% -$661K 0.01% 568
2024
Q4 		$2.67M Hold
69,366
– – 0.01% 521
2024
Q3 		$2.65M Buy
+69,366
New +$2.73M 0.02% 454

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CCM
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KACA
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Kovitz Investment Group Partners's WES Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Western Midstream Partners (WES) in Q3 2025, closing a stake of 59,280 shares — an estimated $2.29M sold.

Kovitz Investment Group Partners first reported a position in WES in Q3 2024 and held it in 4 quarters. The position peaked at $2.67M in Q4 2024. 288 funds tracked by Wall St. Rank hold WES as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Western Midstream Partners position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 59,280 Western Midstream Partners shares in Q3 2025, an estimated $2.29M.
  • Kovitz Investment Group Partners first reported a position in Western Midstream Partners in Q3 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Western Midstream Partners position peaked at $2.67M in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.