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Sanders Morris Harris’s Western Midstream Partners WES Stock Holding History

Sanders Morris Harris’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
-6,697
Closed -$276K – 279
2026
Q1 		$276K Buy
+6,697
New +$277K 0.04% 241
2025
Q4 		– Sell
-6,697
Closed -$263K – 289
2025
Q3 		$263K Buy
+6,697
New +$261K 0.03% 246

Other funds holding WES

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
SA
SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

Sanders Morris Harris's WES Position: Q2 2026 in Review

Sanders Morris Harris sold out of Western Midstream Partners (WES) in Q2 2026, closing a stake of 6,697 shares — an estimated $276K sold.

Sanders Morris Harris first reported a position in WES in Q3 2025 and held it in 2 quarters. The position peaked at $276K in Q1 2026. 50 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Sanders Morris Harris reported no remaining Western Midstream Partners position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 6,697 Western Midstream Partners shares in Q2 2026, an estimated $276K.
  • Sanders Morris Harris first reported a position in Western Midstream Partners in Q3 2025 and held it in 2 quarters.
  • Sanders Morris Harris's Western Midstream Partners position peaked at $276K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.