Pathstone Holdings
WES icon

Pathstone Holdings’s Western Midstream Partners WES Stock Holding History

Pathstone Holdings’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 		$3.42M Buy
83,078
+142
+0.2% +$5.87K 0.01% 738
2025
Q4 		$3.28M Buy
82,936
+152
+0.2% +$5.89K 0.01% 762
2025
Q3 		$3.25M Buy
82,784
+49,447
+148% +$1.93M 0.01% 753
2025
Q2 		$1.29M Buy
33,337
+10
+0% +$381 0.01% 1255
2025
Q1 		$1.37M Buy
33,327
+7,058
+27% +$287K 0.01% 1205
2024
Q4 		$1.01M Sell
26,269
-8,263
-24% -$319K ﹤0.01% 1364
2024
Q3 		$1.32M Buy
34,532
+1,069
+3% +$42.1K 0.01% 1214
2024
Q2 		$1.33M Buy
33,463
+66
+0.2% +$2.43K 0.01% 1155
2024
Q1 		$1.19M Buy
33,397
+56
+0.2% +$1.74K 0.01% 1180
2023
Q4 		$976K Buy
+33,341
New +$931K 0.01% 1094

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TCA
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Goldman Sachs
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Blackstone Inc
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.83B AUM 15.14% 1-Year Est. Return
Morgan Stanley
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