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SFMG Wealth Advisors’s Western Midstream Partners WES Stock Holding History

SFMG Wealth 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
2025
Q2 		– Sell
-7,858
Closed -$322K – 301
2025
Q1 		$322K Buy
+7,858
New +$320K 0.03% 190
2024
Q3 		– Sell
-5,148
Closed -$205K – 283
2024
Q2 		$205K Buy
+5,148
New +$189K 0.02% 244

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 $32.9B AUM 23.66% 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 $2.78B AUM 20.87% 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

SFMG Wealth Advisors's WES Position: Q2 2025 in Review

SFMG Wealth Advisors sold out of Western Midstream Partners (WES) in Q2 2025, closing a stake of 7,858 shares — an estimated $322K sold.

SFMG Wealth Advisors first reported a position in WES in Q2 2024 and held it in 2 quarters. The position peaked at $322K in Q1 2025. 281 funds tracked by Wall St. Rank hold WES as of Q2 2025.

  • SFMG Wealth Advisors reported no remaining Western Midstream Partners position as of Q2 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 7,858 Western Midstream Partners shares in Q2 2025, an estimated $322K.
  • SFMG Wealth Advisors first reported a position in Western Midstream Partners in Q2 2024 and held it in 2 quarters.
  • SFMG Wealth Advisors's Western Midstream Partners position peaked at $322K in Q1 2025.
  • 281 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2025.

Based on SFMG Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.