Prevail Innovative Wealth Advisors’s Western Midstream Partners WES Stock Holding History

Prevail Innovative 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	–	Sell	-99,699	Closed	-$3.94M	–	237
2025 Q4	$3.94M	Buy	99,699 +23,550	+31%	+$913K	0.71%	50
2025 Q3	$2.99M	Buy	+76,149	New	+$2.97M	0.58%	58
2023 Q4	–	Sell	-88,835	Closed	-$2.42M	–	161
2023 Q3	$2.42M	Buy	88,835 +12,718	+17%	+$345K	1.26%	27
2023 Q2	$2.02M	Buy	+76,117	New	+$2M	1.11%	29

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

Prevail Innovative Wealth Advisors's WES Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Western Midstream Partners (WES) in Q1 2026, closing a stake of 99,699 shares — an estimated $3.94M sold.

Prevail Innovative Wealth Advisors first reported a position in WES in Q2 2023 and held it in 4 quarters. The position peaked at $3.94M in Q4 2025. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining Western Midstream Partners position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 99,699 Western Midstream Partners shares in Q1 2026, an estimated $3.94M.
Prevail Innovative Wealth Advisors first reported a position in Western Midstream Partners in Q2 2023 and held it in 4 quarters.
Prevail Innovative Wealth Advisors's Western Midstream Partners position peaked at $3.94M in Q4 2025.
346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.