Sequoia Financial Advisors’s Western Midstream Partners WES Stock Holding History

Sequoia Financial 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 Q2	$314K	Hold	7,175	–	–	﹤0.01%	1643
2026 Q1	$295K	Hold	7,175	–	–	﹤0.01%	1578
2025 Q4	$283K	Buy	7,175 +1,699	+31%	+$65.8K	﹤0.01%	1594
2025 Q3	$215K	Sell	5,476 -524	-9%	-$20.5K	﹤0.01%	1600
2025 Q2	$232K	Sell	6,000 -400	-6%	-$15.2K	﹤0.01%	1410
2025 Q1	$262K	Buy	+6,400	New	+$261K	﹤0.01%	1124
2024 Q4	–	Sell	-5,521	Closed	-$211K	–	1430
2024 Q3	$211K	Hold	5,521	–	–	﹤0.01%	1145
2024 Q2	$219K	Buy	+5,521	New	+$203K	﹤0.01%	1054
2024 Q1	–	Sell	-7,500	Closed	-$219K	–	1298
2023 Q4	$219K	Sell	7,500 -1,500	-17%	-$41.9K	﹤0.01%	1068
2023 Q3	$245K	Hold	9,000	–	–	﹤0.01%	774
2023 Q2	$239K	Sell	9,000 -1,000	-10%	-$26.3K	﹤0.01%	787
2023 Q1	$264K	Hold	10,000	–	–	0.01%	672
2022 Q4	$269K	Buy	+10,000	New	+$270K	0.01%	624
2014 Q4	–	Sell	-6,689	Closed	-$408K	–	174
2014 Q3	$408K	Buy	+6,689	New	+$397K	0.28%	86
2014 Q2	–	Sell	-12,772	Closed	-$627K	–	170
2014 Q1	$627K	Sell	12,772 -1,077	-8%	-$45.8K	0.52%	52
2013 Q4	$547K	Buy	+13,849	New	+$547K	0.45%	65

Other funds holding WES

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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 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

Sequoia Financial Advisors's WES Position: Q2 2026 in Review

Sequoia Financial Advisors held its Western Midstream Partners (WES) position steady in Q2 2026 at 7,175 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Sequoia Financial Advisors first reported a position in WES in Q4 2013 and has held it in 16 quarters since. The position peaked at $627K in Q1 2014. 371 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Sequoia Financial Advisors held 7,175 shares of Western Midstream Partners worth $314K as of Q2 2026.
Sequoia Financial Advisors left its Western Midstream Partners share count unchanged in Q2 2026.
Western Midstream Partners made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1643 holding.
Sequoia Financial Advisors first reported a position in Western Midstream Partners in Q4 2013 and has held it in 16 quarters since.
Sequoia Financial Advisors's Western Midstream Partners position peaked at $627K in Q1 2014.
371 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.