Mutual Advisors’s Western Midstream Partners WES Stock Holding History

Mutual 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	$886K	Buy	20,253 +218	+1%	+$9.39K	0.02%	700
2026 Q1	$825K	Buy	20,035 +4,582	+30%	+$189K	0.02%	670
2025 Q4	$610K	Buy	15,453 +292	+2%	+$11.3K	0.01%	781
2025 Q3	$591K	Buy	15,161 +5,368	+55%	+$210K	0.01%	779
2025 Q2	$399K	Buy	9,793 +3,633	+59%	+$138K	0.01%	879
2025 Q1	$239K	Buy	6,160 +100	+2%	+$4.07K	0.01%	972
2024 Q4	$247K	Buy	6,060 +577	+11%	+$22.3K	0.01%	955
2024 Q3	$212K	Sell	5,483 -978	-15%	-$38.5K	0.01%	1024
2024 Q2	$261K	Buy	+6,461	New	+$238K	0.01%	947

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

Mutual Advisors's WES Position: Q2 2026 in Review

Mutual Advisors increased its Western Midstream Partners (WES) stake by 1.1% in Q2 2026, buying an estimated $9.39K and bringing the position to 20,253 shares worth $886K. The position accounts for 0.02% of the portfolio, ranked #700.

Mutual Advisors first reported a position in WES in Q2 2024 and has held it in 9 quarters since. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Mutual Advisors held 20,253 shares of Western Midstream Partners worth $886K as of Q2 2026.
Mutual Advisors bought 218 Western Midstream Partners shares in Q2 2026, an estimated $9.39K.
Western Midstream Partners made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #700 holding.
Mutual Advisors first reported a position in Western Midstream Partners in Q2 2024 and has held it in 9 quarters since.
371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

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