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Pinnacle Holdings’s Western Midstream Partners WES Stock Holding History

Pinnacle 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
Q2 		$2.97M Hold
67,846
– – 0.92% 38
2026
Q1 		$2.79M Buy
67,846
+950
+1% +$39.3K 0.9% 38
2025
Q4 		$2.64M Sell
66,896
-555
-0.8% -$21.5K 0.89% 41
2025
Q3 		$2.65M Buy
67,451
+250
+0.4% +$9.76K 0.92% 38
2025
Q2 		$2.6M Buy
67,201
+685
+1% +$26.1K 0.94% 33
2025
Q1 		$2.72M Sell
66,516
-145
-0.2% -$5.91K 1.04% 27
2024
Q4 		$2.56M Sell
66,661
-2,114
-3% -$81.6K 0.97% 30
2024
Q3 		$2.63M Buy
68,775
+113
+0.2% +$4.45K 1.03% 27
2024
Q2 		$2.73M Sell
68,662
-307
-0.4% -$11.3K 1.11% 23
2024
Q1 		$2.45M Sell
68,969
-595
-0.9% -$18.5K 0.99% 27
2023
Q4 		$2.04M Buy
69,564
+4,595
+7% +$128K 0.84% 36
2023
Q3 		$1.77M Sell
64,969
-573
-0.9% -$15.6K 0.83% 38
2023
Q2 		$1.74M Sell
65,542
-1,342
-2% -$35.3K 0.78% 46
2023
Q1 		$1.76M Sell
66,884
-2
-0% -$54 0.82% 43
2022
Q4 		$1.8M Buy
66,886
+538
+0.8% +$14.5K 0.8% 41
2022
Q3 		$1.67M Sell
66,348
-1,215
-2% -$32.4K 0.78% 46
2022
Q2 		$1.64M Buy
67,563
+15,375
+29% +$393K 0.75% 48
2022
Q1 		$1.32M Hold
52,188
– – 0.52% 68
2021
Q4 		$1.16M Sell
52,188
-2,785
-5% -$59.6K 0.49% 74
2021
Q3 		$1.15M Buy
54,973
+420
+0.8% +$8.37K 0.51% 74
2021
Q2 		$1.17M Sell
54,553
-2,265
-4% -$47K 0.54% 71
2021
Q1 		$1.06M Buy
56,818
+1,423
+3% +$24.2K 0.49% 80
2020
Q4 		$766K Sell
55,395
-20,055
-27% -$230K 0.4% 95
2020
Q3 		$604K Sell
75,450
-3,675
-5% -$33.1K 0.35% 98
2020
Q2 		$794K Sell
79,125
-3,225
-4% -$26.7K 0.38% 89
2020
Q1 		$267K Sell
82,350
-3,440
-4% -$47.3K 0.15% 125
2019
Q4 		$1.69M Sell
85,790
-2,900
-3% -$60.1K 0.63% 61
2019
Q3 		$2.21M Sell
88,690
-2,610
-3% -$69.4K 0.83% 42
2019
Q2 		$2.81M Sell
91,300
-1,025
-1% -$31.6K 1.04% 32
2019
Q1 		$2.9M Sell
92,325
-855
-0.9% -$27.1K 1.08% 29
2018
Q4 		$2.58M Buy
+93,180
New +$2.8M 1.07% 27

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
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

Pinnacle Holdings's WES Position: Q2 2026 in Review

Pinnacle Holdings held its Western Midstream Partners (WES) position steady in Q2 2026 at 67,846 shares worth $2.97M. The position accounts for 0.92% of the portfolio, ranked #38.

Pinnacle Holdings first reported a position in WES in Q4 2018 and has held it in 31 quarters since. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Pinnacle Holdings held 67,846 shares of Western Midstream Partners worth $2.97M as of Q2 2026.
  • Pinnacle Holdings left its Western Midstream Partners share count unchanged in Q2 2026.
  • Western Midstream Partners made up 0.92% of Pinnacle Holdings's portfolio in Q2 2026, its #38 holding.
  • Pinnacle Holdings first reported a position in Western Midstream Partners in Q4 2018 and has held it in 31 quarters since.
  • 371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.