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Sanctuary Advisors’s Western Midstream Partners WES Stock Holding History

Sanctuary 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
Q1 		$5.93M Buy
144,056
+6,212
+5% +$257K 0.03% 509
2025
Q4 		$5.44M Sell
137,844
-2,900
-2% -$112K 0.03% 520
2025
Q3 		$5.53M Buy
140,744
+54,875
+64% +$2.14M 0.03% 501
2025
Q2 		$3.32M Buy
85,869
+852
+1% +$32.4K 0.02% 642
2025
Q1 		$3.48M Buy
85,017
+65,776
+342% +$2.68M 0.02% 586
2024
Q4 		$825K Buy
19,241
+1,909
+11% +$73.7K 0.01% 1372
2024
Q3 		$674K Sell
17,332
-128
-0.7% -$5.04K ﹤0.01% 1513
2024
Q2 		$626K Buy
+17,460
New +$643K ﹤0.01% 1485

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TCA
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Goldman Sachs
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Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.83B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return