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RWA Wealth Partners’s Western Midstream Partners WES Stock Holding History

RWA Wealth Partners’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
2025
Q2 		– Sell
-6,833
Closed -$280K – 617
2025
Q1 		$280K Hold
6,833
– – ﹤0.01% 491
2024
Q4 		$263K Hold
6,833
– – ﹤0.01% 501
2024
Q3 		$261K Hold
6,833
– – ﹤0.01% 498
2024
Q2 		$271K Buy
+6,833
New +$251K ﹤0.01% 473

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
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

RWA Wealth Partners's WES Position: Q2 2025 in Review

RWA Wealth Partners sold out of Western Midstream Partners (WES) in Q2 2025, closing a stake of 6,833 shares — an estimated $280K sold.

RWA Wealth Partners first reported a position in WES in Q2 2024 and held it in 4 quarters. The position peaked at $280K in Q1 2025. 281 funds tracked by Wall St. Rank hold WES as of Q2 2025.

  • RWA Wealth Partners reported no remaining Western Midstream Partners position as of Q2 2025 after selling out during the quarter.
  • RWA Wealth Partners sold 6,833 Western Midstream Partners shares in Q2 2025, an estimated $280K.
  • RWA Wealth Partners first reported a position in Western Midstream Partners in Q2 2024 and held it in 4 quarters.
  • RWA Wealth Partners's Western Midstream Partners position peaked at $280K in Q1 2025.
  • 281 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2025.

Based on RWA Wealth Partners's 13F filing for Q2 2025, filed 6 Aug 2025.