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

Regal 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 		– Sell
-4,951
Closed -$204K – 697
2026
Q1 		$204K Buy
+4,951
New +$205K 0.01% 630
2025
Q2 		– Sell
-6,370
Closed -$261K – 505
2025
Q1 		$261K Buy
+6,370
New +$259K 0.02% 430

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

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

Regal Investment Advisors sold out of Western Midstream Partners (WES) in Q2 2026, closing a stake of 4,951 shares — an estimated $204K sold.

Regal Investment Advisors first reported a position in WES in Q1 2025 and held it in 2 quarters. The position peaked at $261K in Q1 2025. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Regal Investment Advisors reported no remaining Western Midstream Partners position as of Q2 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 4,951 Western Midstream Partners shares in Q2 2026, an estimated $204K.
  • Regal Investment Advisors first reported a position in Western Midstream Partners in Q1 2025 and held it in 2 quarters.
  • Regal Investment Advisors's Western Midstream Partners position peaked at $261K in Q1 2025.
  • 371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

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