Laurie J. Hall Trustee’s Western Midstream Partners WES Stock Holding History

Laurie J. Hall Trustee’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 Q1	–	Sell	-1,253	Closed	-$48K	–	242
2024 Q4	$48K	Hold	1,253	–	–	0.02%	184
2024 Q3	$48K	Hold	1,253	–	–	0.02%	191
2024 Q2	$50K	Hold	1,253	–	–	0.02%	175
2024 Q1	$45K	Sell	1,253 -500	-29%	-$15.5K	0.02%	176
2023 Q4	$51K	Hold	1,753	–	–	0.02%	175
2023 Q3	$48K	Hold	1,753	–	–	0.02%	171
2023 Q2	$46K	Hold	1,753	–	–	0.02%	179
2023 Q1	$46K	Hold	1,753	–	–	0.02%	176
2022 Q4	$47K	Hold	1,753	–	–	0.02%	173
2022 Q3	$44K	Hold	1,753	–	–	0.02%	170
2022 Q2	$43K	Hold	1,753	–	–	0.02%	177
2022 Q1	$44K	Hold	1,753	–	–	0.02%	192
2021 Q4	$39K	Hold	1,753	–	–	0.01%	205
2021 Q3	$37K	Hold	1,753	–	–	0.01%	207
2021 Q2	$38K	Hold	1,753	–	–	0.01%	216
2021 Q1	$33K	Hold	1,753	–	–	0.01%	235
2020 Q4	$24K	Hold	1,753	–	–	0.01%	248
2020 Q3	$14K	Buy	+1,753	New	+$15.8K	0.01%	250
2019 Q4	$35K	Hold	1,753	–	–	0.02%	203
2019 Q3	$44K	Hold	1,753	–	–	0.02%	183
2019 Q2	$54K	Hold	1,753	–	–	0.03%	173
2019 Q1	$55K	Buy	+1,753	New	+$55.7K	0.03%	174
2018 Q2	–	Sell	-1,000	Closed	-$33K	–	362
2018 Q1	$33K	Hold	1,000	–	–	0.02%	203
2017 Q4	$37K	Buy	+1,000	New	+$37.8K	0.02%	204

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

Blackstone Inc New York $32.9B AUM 23.66% 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CCM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Laurie J. Hall Trustee's WES Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of Western Midstream Partners (WES) in Q1 2025, closing a stake of 1,253 shares — an estimated $48K sold.

Laurie J. Hall Trustee first reported a position in WES in Q4 2017 and held it in 24 quarters. The position peaked at $55K in Q1 2019. 279 funds tracked by Wall St. Rank hold WES as of Q1 2025.

Laurie J. Hall Trustee reported no remaining Western Midstream Partners position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 1,253 Western Midstream Partners shares in Q1 2025, an estimated $48K.
Laurie J. Hall Trustee first reported a position in Western Midstream Partners in Q4 2017 and held it in 24 quarters.
Laurie J. Hall Trustee's Western Midstream Partners position peaked at $55K in Q1 2019.
279 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.