SageGuard Financial Group’s Western Midstream Partners WES Stock Holding History

SageGuard Financial Group’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	$1.95M	Buy	44,477 +133	+0.3%	+$5.73K	0.27%	86
2026 Q1	$1.83M	Sell	44,344 -655	-1%	-$27.1K	0.28%	76
2025 Q4	$1.78M	Buy	+44,999	New	+$1.74M	0.28%	60
2021 Q3	–	Sell	-63,326	Closed	-$1.36M	–	128
2021 Q2	$1.36M	Sell	63,326 -90	-0.1%	-$1.87K	0.62%	44
2021 Q1	$1.18M	Sell	63,416 -78	-0.1%	-$1.33K	0.55%	49
2020 Q4	$878K	Buy	+63,494	New	+$729K	0.42%	55

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

LIM

Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

SageGuard Financial Group's WES Position: Q2 2026 in Review

SageGuard Financial Group increased its Western Midstream Partners (WES) stake by 0.3% in Q2 2026, buying an estimated $5.73K and bringing the position to 44,477 shares worth $1.95M. The position accounts for 0.27% of the portfolio, ranked #86.

SageGuard Financial Group first reported a position in WES in Q4 2020 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold WES as of Q2 2026.

SageGuard Financial Group held 44,477 shares of Western Midstream Partners worth $1.95M as of Q2 2026.
SageGuard Financial Group bought 133 Western Midstream Partners shares in Q2 2026, an estimated $5.73K.
Western Midstream Partners made up 0.27% of SageGuard Financial Group's portfolio in Q2 2026, its #86 holding.
SageGuard Financial Group first reported a position in Western Midstream Partners in Q4 2020 and has held it in 6 quarters since.
201 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.