Oliver Lagore Vanvalin Investment Group’s Western Midstream Partners WES Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$14K	Buy	+343	New	+$13.1K	0.01%	387
2024 Q4	$12.9K	Buy	335 +7	+2%	+$270	﹤0.01%	416
2024 Q3	$12.5K	Buy	328 +8	+3%	+$315	﹤0.01%	400
2024 Q2	$12.7K	Buy	320 +7	+2%	+$258	﹤0.01%	387
2024 Q1	$11.1K	Buy	313 +7	+2%	+$217	﹤0.01%	404
2023 Q4	$8.96K	Buy	306 +6	+2%	+$168	﹤0.01%	427
2023 Q3	$8.17K	Buy	+300	New	+$8.14K	﹤0.01%	472

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's WES Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Western Midstream Partners (WES) in Q2 2025: 343 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in WES as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in WES in Q3 2023 and has held it in 7 quarters since. 281 funds tracked by Wall St. Rank hold WES as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 343 shares of Western Midstream Partners worth $14K as of Q2 2025.
Western Midstream Partners was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Western Midstream Partners made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #387 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Western Midstream Partners in Q3 2023 and has held it in 7 quarters since.
281 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.