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Recurrent Investment Advisors’s Western Midstream Partners WES Stock Holding History

Recurrent Investment 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
Q2 		$49.6M Sell
1,133,291
-1,467
-0.1% -$63.2K 3.08% 15
2026
Q1 		$46.7M Sell
1,134,758
-203,896
-15% -$8.43M 2.81% 17
2025
Q4 		$52.9M Sell
1,338,654
-19,043
-1% -$738K 3.91% 10
2025
Q3 		$53.3M Sell
1,357,697
-683
-0.1% -$26.7K 4.09% 12
2025
Q2 		$52.6M Buy
1,358,380
+750
+0.1% +$28.5K 4.25% 11
2025
Q1 		$55.6M Sell
1,357,630
-40,150
-3% -$1.64M 4.71% 10
2024
Q4 		$53.7M Buy
1,397,780
+640
+0% +$24.7K 4.93% 9
2024
Q3 		$53.5M Buy
1,397,140
+71,210
+5% +$2.81M 5.31% 8
2024
Q2 		$52.7M Buy
1,325,930
+29,775
+2% +$1.1M 5.55% 7
2024
Q1 		$46.1M Sell
1,296,155
-106,322
-8% -$3.3M 5.34% 9
2023
Q4 		$41M Buy
1,402,477
+223,059
+19% +$6.23M 6.02% 6
2023
Q3 		$32.1M Buy
1,179,418
+131,683
+13% +$3.57M 4.72% 10
2023
Q2 		$27.8M Buy
1,047,735
+40,905
+4% +$1.08M 4.7% 9
2023
Q1 		$26.6M Buy
1,006,830
+104,134
+12% +$2.8M 5.25% 9
2022
Q4 		$24.2M Buy
902,696
+115,000
+15% +$3.1M 5.17% 8
2022
Q3 		$19.8M Hold
787,696
– – 5.35% 8
2022
Q2 		$19.1M Buy
787,696
+118,816
+18% +$3.04M 5.81% 4
2022
Q1 		$16.9M Buy
668,880
+57,076
+9% +$1.41M 5.36% 8
2021
Q4 		$13.6M Buy
611,804
+7,072
+1% +$151K 5.5% 6
2021
Q3 		$12.7M Buy
604,732
+105,157
+21% +$2.1M 5.57% 6
2021
Q2 		$10.7M Buy
499,575
+243,603
+95% +$5.05M 5.39% 7
2021
Q1 		$4.76M Sell
255,972
-2,213
-0.9% -$37.6K 3.01% 14
2020
Q4 		$3.57M Buy
+258,185
New +$2.97M 2.65% 16

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

Recurrent Investment Advisors's WES Position: Q2 2026 in Review

Recurrent Investment Advisors reduced its Western Midstream Partners (WES) stake by 0.13% in Q2 2026, selling an estimated $63.2K and leaving 1,133,291 shares worth $49.6M. The position accounts for 3.08% of the portfolio, ranked #15.

Recurrent Investment Advisors first reported a position in WES in Q4 2020 and has held it in 23 quarters since. The position peaked at $55.6M in Q1 2025. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Recurrent Investment Advisors held 1,133,291 shares of Western Midstream Partners worth $49.6M as of Q2 2026.
  • Recurrent Investment Advisors sold 1,467 Western Midstream Partners shares in Q2 2026, an estimated $63.2K.
  • Western Midstream Partners made up 3.08% of Recurrent Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Recurrent Investment Advisors first reported a position in Western Midstream Partners in Q4 2020 and has held it in 23 quarters since.
  • Recurrent Investment Advisors's Western Midstream Partners position peaked at $55.6M in Q1 2025.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Recurrent Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.