Lido Advisors’s Western Midstream Partners WES Stock Holding History

Lido 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 Q3	$700K	Sell	15,787 -305	-2%	-$14.3K	﹤0.01%	1291
2026 Q2	$704K	Buy	16,092 +205	+1%	+$8.83K	﹤0.01%	1281
2026 Q1	$654K	Buy	+15,887	New	+$657K	﹤0.01%	1162
2023 Q1	–	Sell	-8,966	Closed	-$241K	–	1260
2022 Q4	$241K	Buy	+8,966	New	+$242K	﹤0.01%	852
2022 Q1	–	Sell	-10,447	Closed	-$232K	–	1102
2021 Q4	$232K	Hold	10,447	–	–	﹤0.01%	912
2021 Q3	$218K	Hold	10,447	–	–	﹤0.01%	883
2021 Q2	$224K	Sell	10,447 -9,988	-49%	-$207K	﹤0.01%	826
2021 Q1	$380K	Hold	20,435	–	–	0.01%	579
2020 Q4	$282K	Buy	+20,435	New	+$235K	0.01%	645

Other funds holding WES

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Lido Advisors's WES Position: Q3 2026 in Review

Lido Advisors reduced its Western Midstream Partners (WES) stake by 1.9% in Q3 2026, selling an estimated $14.3K and leaving 15,787 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Lido Advisors first reported a position in WES in Q4 2020 and has held it in 9 quarters since. The position peaked at $704K in Q2 2026. 145 funds tracked by Wall St. Rank hold WES as of Q3 2026.

Lido Advisors held 15,787 shares of Western Midstream Partners worth $700K as of Q3 2026.
Lido Advisors sold 305 Western Midstream Partners shares in Q3 2026, an estimated $14.3K.
Western Midstream Partners made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1291 holding.
Lido Advisors first reported a position in Western Midstream Partners in Q4 2020 and has held it in 9 quarters since.
Lido Advisors's Western Midstream Partners position peaked at $704K in Q2 2026.
145 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.