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

Outlook 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	$309K	Sell	7,063 -15	-0.2%	-$646	0.07%	250
2026 Q1	$291K	Buy	7,078 +44	+0.6%	+$1.82K	0.07%	259
2025 Q4	$278K	Buy	7,034 +80	+1%	+$3.1K	0.06%	253
2025 Q3	$273K	Buy	+6,954	New	+$271K	0.07%	250

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

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

Outlook Wealth Advisors reduced its Western Midstream Partners (WES) stake by 0.21% in Q2 2026, selling an estimated $646 and leaving 7,063 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #250.

Outlook Wealth Advisors first reported a position in WES in Q3 2025 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Outlook Wealth Advisors held 7,063 shares of Western Midstream Partners worth $309K as of Q2 2026.
Outlook Wealth Advisors sold 15 Western Midstream Partners shares in Q2 2026, an estimated $646.
Western Midstream Partners made up 0.07% of Outlook Wealth Advisors's portfolio in Q2 2026, its #250 holding.
Outlook Wealth Advisors first reported a position in Western Midstream Partners in Q3 2025 and has held it in 4 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.