Larson Financial Group’s Western Midstream Partners WES Stock Holding History

Larson Financial Group’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	$32.6K	Hold	791	–	–	﹤0.01%	1590
2025 Q4	$31.2K	Sell	791 -612	-44%	-$23.7K	﹤0.01%	1466
2025 Q3	$55.1K	Buy	+1,403	New	+$54.8K	﹤0.01%	1120
2025 Q2	–	Sell	-5,200	Closed	-$213K	–	3513
2025 Q1	$213K	Hold	5,200	–	–	0.01%	616
2024 Q4	$200K	Hold	5,200	–	–	0.01%	564
2024 Q3	$199K	Buy	+5,200	New	+$205K	0.01%	580
2023 Q4	–	Sell	-1,000	Closed	-$27.2K	–	1909
2023 Q3	$27.2K	Buy	+1,000	New	+$27.1K	﹤0.01%	743

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

Larson Financial Group's WES Position: Q1 2026 in Review

Larson Financial Group held its Western Midstream Partners (WES) position steady in Q1 2026 at 791 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Larson Financial Group first reported a position in WES in Q3 2023 and has held it in 7 quarters since. The position peaked at $213K in Q1 2025. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

Larson Financial Group held 791 shares of Western Midstream Partners worth $32.6K as of Q1 2026.
Larson Financial Group left its Western Midstream Partners share count unchanged in Q1 2026.
Western Midstream Partners made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1590 holding.
Larson Financial Group first reported a position in Western Midstream Partners in Q3 2023 and has held it in 7 quarters since.
Larson Financial Group's Western Midstream Partners position peaked at $213K in Q1 2025.
346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.