Mitchell McLeod Pugh & Williams’s Western Midstream Partners WES Stock Holding History

Mitchell McLeod Pugh & Williams’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	$408K	Buy	9,327 +952	+11%	+$41K	0.05%	235
2026 Q1	$345K	Hold	8,375	–	–	0.05%	230
2025 Q4	$344K	Buy	8,375 +2,625	+46%	+$102K	0.05%	232
2025 Q3	$223K	Buy	+5,750	New	+$224K	0.04%	265
2020 Q1	–	Sell	-10,077	Closed	-$198K	–	180
2019 Q4	$198K	Sell	10,077 -3,844	-28%	-$79.7K	0.12%	171
2019 Q3	$346K	Hold	13,921	–	–	0.23%	135
2019 Q2	$428K	Sell	13,921 -100	-0.7%	-$3.08K	0.29%	116
2019 Q1	$440K	Buy	+14,021	New	+$445K	0.31%	113

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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

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

Mitchell McLeod Pugh & Williams's WES Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Western Midstream Partners (WES) stake by 11% in Q2 2026, buying an estimated $41K and bringing the position to 9,327 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #235.

Mitchell McLeod Pugh & Williams first reported a position in WES in Q1 2019 and has held it in 8 quarters since. The position peaked at $440K in Q1 2019. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Mitchell McLeod Pugh & Williams held 9,327 shares of Western Midstream Partners worth $408K as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 952 Western Midstream Partners shares in Q2 2026, an estimated $41K.
Western Midstream Partners made up 0.05% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #235 holding.
Mitchell McLeod Pugh & Williams first reported a position in Western Midstream Partners in Q1 2019 and has held it in 8 quarters since.
Mitchell McLeod Pugh & Williams's Western Midstream Partners position peaked at $440K in Q1 2019.
371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.