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McElhenny Sheffield Capital Management’s Western Midstream Partners WES Stock Holding History

McElhenny Sheffield Capital Management’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
Q2 		$200K Buy
+4,575
New +$197K 0.05% 108
2023
Q1 		– Sell
-4,575
Closed -$123K – 613
2022
Q4 		$123K Buy
+4,575
New +$123K 0.06% 114

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

McElhenny Sheffield Capital Management's WES Position: Q2 2026 in Review

McElhenny Sheffield Capital Management opened a new position in Western Midstream Partners (WES) in Q2 2026: 4,575 shares worth $200K. The stake represents 0.05% of the portfolio and ranks #108 among its holdings. This is a return to the name: McElhenny Sheffield Capital Management previously reported a position in WES as recently as Q4 2022.

McElhenny Sheffield Capital Management first reported a position in WES in Q4 2022 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • McElhenny Sheffield Capital Management held 4,575 shares of Western Midstream Partners worth $200K as of Q2 2026.
  • Western Midstream Partners was a new McElhenny Sheffield Capital Management position in Q2 2026.
  • Western Midstream Partners made up 0.05% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #108 holding.
  • McElhenny Sheffield Capital Management first reported a position in Western Midstream Partners in Q4 2022 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.