Pasadena Private Wealth’s Western Midstream Partners WES Stock Holding History

Pasadena Private Wealth’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	$254K	Sell	5,810 -300	-5%	-$12.9K	0.03%	204
2026 Q1	$252K	Buy	6,110 +300	+5%	+$12.4K	0.03%	188
2025 Q4	$229K	Buy	+5,810	New	+$225K	0.03%	199

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

Pasadena Private Wealth's WES Position: Q2 2026 in Review

Pasadena Private Wealth reduced its Western Midstream Partners (WES) stake by 4.9% in Q2 2026, selling an estimated $12.9K and leaving 5,810 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #204.

Pasadena Private Wealth first reported a position in WES in Q4 2025 and has held it in 3 quarters since. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Pasadena Private Wealth held 5,810 shares of Western Midstream Partners worth $254K as of Q2 2026.
Pasadena Private Wealth sold 300 Western Midstream Partners shares in Q2 2026, an estimated $12.9K.
Western Midstream Partners made up 0.03% of Pasadena Private Wealth's portfolio in Q2 2026, its #204 holding.
Pasadena Private Wealth first reported a position in Western Midstream Partners in Q4 2025 and has held it in 3 quarters since.
371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.