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Medallion Wealth Advisors’s Western Midstream Partners WES Stock Holding History

Medallion Wealth 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
Q2 		– Sell
-212
Closed -$8.73K – 1310
2026
Q1 		$8.73K Hold
212
– – ﹤0.01% 781
2025
Q4 		$8.37K Buy
+212
New +$8.22K ﹤0.01% 779

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

Medallion Wealth Advisors's WES Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Western Midstream Partners (WES) in Q2 2026, closing a stake of 212 shares — an estimated $8.73K sold.

Medallion Wealth Advisors first reported a position in WES in Q4 2025 and held it in 2 quarters. The position peaked at $8.73K in Q1 2026. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining Western Midstream Partners position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 212 Western Midstream Partners shares in Q2 2026, an estimated $8.73K.
  • Medallion Wealth Advisors first reported a position in Western Midstream Partners in Q4 2025 and held it in 2 quarters.
  • Medallion Wealth Advisors's Western Midstream Partners position peaked at $8.73K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.