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 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 21.71% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

TCA

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

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

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

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

CCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KACA

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

Outlook Wealth Advisors's WES Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Western Midstream Partners (WES) stake by 0.63% in Q1 2026, buying an estimated $1.82K and bringing the position to 7,078 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #259.

Outlook Wealth Advisors first reported a position in WES in Q3 2025 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

Outlook Wealth Advisors held 7,078 shares of Western Midstream Partners worth $291K as of Q1 2026.
Outlook Wealth Advisors bought 44 Western Midstream Partners shares in Q1 2026, an estimated $1.82K.
Western Midstream Partners made up 0.07% of Outlook Wealth Advisors's portfolio in Q1 2026, its #259 holding.
Outlook Wealth Advisors first reported a position in Western Midstream Partners in Q3 2025 and has held it in 3 quarters since.
346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.