Linscomb Wealth’s Western Midstream Partners WES Stock Holding History

Linscomb Wealth’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	$812K	Buy	19,729 +7,661	+63%	+$317K	0.04%	213
2025 Q4	$477K	Hold	12,068	–	–	0.02%	228
2025 Q3	$474K	Hold	12,068	–	–	0.02%	233
2025 Q2	$467K	Hold	12,068	–	–	0.02%	236
2025 Q1	$494K	Buy	12,068 +518	+4%	+$21.1K	0.02%	226
2024 Q4	$444K	Hold	11,550	–	–	0.02%	227
2024 Q3	$442K	Hold	11,550	–	–	0.02%	225
2024 Q2	$459K	Hold	11,550	–	–	0.02%	219
2024 Q1	$411K	Hold	11,550	–	–	0.02%	225
2023 Q4	$338K	Hold	11,550	–	–	0.02%	235
2023 Q3	$315K	Hold	11,550	–	–	0.02%	236
2023 Q2	$306K	Hold	11,550	–	–	0.02%	248
2023 Q1	$305K	Sell	11,550 -5,234	-31%	-$141K	0.02%	252
2022 Q4	$451K	Buy	+16,784	New	+$453K	0.02%	239
2022 Q2	–	Sell	-13,018	Closed	-$328K	–	337
2022 Q1	$328K	Buy	13,018 +61	+0.5%	+$1.5K	0.02%	275
2021 Q4	$289K	Buy	12,957 +71	+0.6%	+$1.52K	0.01%	284
2021 Q3	$270K	Buy	12,886 +77	+0.6%	+$1.53K	0.01%	284
2021 Q2	$274K	Sell	12,809 -1,964	-13%	-$40.7K	0.01%	282
2021 Q1	$275K	Sell	14,773 -422	-3%	-$7.18K	0.02%	279
2020 Q4	$210K	Buy	15,195 +591	+4%	+$6.79K	0.01%	302
2020 Q3	$117K	Buy	14,604 +138	+1%	+$1.25K	0.01%	286
2020 Q2	$145K	Buy	14,466 +182	+1%	+$1.51K	0.01%	284
2020 Q1	$46K	Sell	14,284 -10,546	-42%	-$145K	﹤0.01%	389
2019 Q4	$489K	Sell	24,830 -3,127	-11%	-$64.8K	0.03%	323
2019 Q3	$696K	Buy	27,957 +238	+0.9%	+$6.33K	0.06%	148
2019 Q2	$853K	Buy	27,719 +185	+0.7%	+$5.7K	0.07%	134
2019 Q1	$863K	Buy	27,534 +15,154	+122%	+$481K	0.07%	129
2018 Q4	$343K	Sell	12,380 -909	-7%	-$27.3K	0.03%	201
2018 Q3	$398K	Buy	13,289 +2,719	+26%	+$95.3K	0.03%	207
2018 Q2	$378K	Buy	10,570 +69	+0.7%	+$2.42K	0.03%	203
2018 Q1	$348K	Buy	10,501 +60	+0.6%	+$2.29K	0.03%	201
2017 Q4	$388K	Buy	10,441 +61	+0.6%	+$2.3K	0.03%	195
2017 Q3	$427K	Buy	10,380 +55	+0.5%	+$2.25K	0.04%	190
2017 Q2	$444K	Buy	10,325 +45	+0.4%	+$1.98K	0.04%	176
2017 Q1	$474K	Buy	10,280 +40	+0.4%	+$1.81K	0.04%	165
2016 Q4	$434K	Buy	10,240 +41	+0.4%	+$1.76K	0.04%	179
2016 Q3	$433K	Buy	10,199 +47	+0.5%	+$1.77K	0.04%	176
2016 Q2	$388K	Sell	10,152 -1,066	-10%	-$42K	0.04%	181
2016 Q1	$400K	Buy	11,218 +87	+0.8%	+$2.51K	0.04%	181
2015 Q4	$404K	Sell	11,131 -474	-4%	-$18.9K	0.05%	179
2015 Q3	$458K	Sell	11,605 -334	-3%	-$17.9K	0.05%	168
2015 Q2	$716K	Buy	11,939 +2	+0%	+$124	0.08%	131
2015 Q1	$716K	Buy	11,937 +114	+1%	+$6.86K	0.08%	134
2014 Q4	$712K	Buy	11,823 +12	+0.1%	+$723	0.08%	136
2014 Q3	$720K	Buy	11,811 +224	+2%	+$13.3K	0.08%	139
2014 Q2	$727K	Sell	11,587 -546	-5%	-$28.4K	0.08%	131
2014 Q1	$596K	Buy	12,133 +3,472	+40%	+$148K	0.07%	151
2013 Q4	$342K	Buy	8,661 +500	+6%	+$19.7K	0.04%	171
2013 Q3	$304K	Sell	8,161 -388	-5%	-$15.3K	0.04%	184
2013 Q2	$352K	Buy	+8,549	New	+$315K	0.05%	165