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Rockwood Wealth Management’s Western Midstream Partners WES Stock Holding History

Rockwood Wealth Management’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 		$731K Hold
16,713
– – 0.05% 61
2026
Q1 		$688K Hold
16,713
– – 0.05% 57
2025
Q4 		$660K Hold
16,713
– – 0.05% 55
2025
Q3 		$657K Hold
16,713
– – 0.05% 52
2025
Q2 		$647K Hold
16,713
– – 0.06% 53
2025
Q1 		$685K Hold
16,713
– – 0.07% 45
2024
Q4 		$649K Hold
16,713
– – 0.07% 46
2024
Q3 		$639K Hold
16,713
– – 0.07% 46
2024
Q2 		$664K Hold
16,713
– – 0.08% 41
2024
Q1 		$594K Hold
16,713
– – 0.08% 41
2023
Q4 		$489K Hold
16,713
– – 0.07% 49
2023
Q3 		$455K Hold
16,713
– – 0.08% 43
2023
Q2 		$443K Sell
16,713
-16,713
-50% -$440K 0.08% 49
2023
Q1 		$881K Buy
33,426
+16,713
+100% +$449K 0.17% 29
2022
Q4 		$449K Hold
16,713
– – 0.1% 43
2022
Q3 		$421K Hold
16,713
– – 0.13% 42
2022
Q2 		$406K Hold
16,713
– – 0.19% 41
2022
Q1 		$387K Hold
16,713
– – 0.19% 46
2021
Q4 		$372K Buy
+16,713
New +$357K 0.17% 73

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

Rockwood Wealth Management's WES Position: Q2 2026 in Review

Rockwood Wealth Management held its Western Midstream Partners (WES) position steady in Q2 2026 at 16,713 shares worth $731K. The position accounts for 0.05% of the portfolio, ranked #61.

Rockwood Wealth Management first reported a position in WES in Q4 2021 and has held it in 19 quarters since. The position peaked at $881K in Q1 2023. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Rockwood Wealth Management held 16,713 shares of Western Midstream Partners worth $731K as of Q2 2026.
  • Rockwood Wealth Management left its Western Midstream Partners share count unchanged in Q2 2026.
  • Western Midstream Partners made up 0.05% of Rockwood Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Rockwood Wealth Management first reported a position in Western Midstream Partners in Q4 2021 and has held it in 19 quarters since.
  • Rockwood Wealth Management's Western Midstream Partners position peaked at $881K in Q1 2023.
  • 372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.