SkyOak Wealth’s Western Midstream Partners WES Stock Holding History

SkyOak Wealth’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 Q3	–	Sell	-5,773	Closed	-$223K	–	265
2025 Q2	$223K	Hold	5,773	–	–	0.04%	223
2025 Q1	$236K	Hold	5,773	–	–	0.05%	204
2024 Q4	$222K	Hold	5,773	–	–	0.05%	225
2024 Q3	$221K	Hold	5,773	–	–	0.05%	214
2024 Q2	$229K	Hold	5,773	–	–	0.05%	213
2024 Q1	$205K	Buy	+5,773	New	+$179K	0.05%	228
2020 Q4	–	Sell	-14,490	Closed	-$116K	–	230
2020 Q3	$116K	Hold	14,490	–	–	0.04%	195
2020 Q2	$145K	Hold	14,490	–	–	0.05%	225
2020 Q1	$47K	Hold	14,490	–	–	0.02%	208
2019 Q4	$285K	Buy	+14,490	New	+$300K	0.09%	239

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SkyOak Wealth's WES Position: Q3 2025 in Review

SkyOak Wealth sold out of Western Midstream Partners (WES) in Q3 2025, closing a stake of 5,773 shares — an estimated $223K sold.

SkyOak Wealth first reported a position in WES in Q4 2019 and held it in 10 quarters. The position peaked at $285K in Q4 2019. 288 funds tracked by Wall St. Rank hold WES as of Q3 2025.

SkyOak Wealth reported no remaining Western Midstream Partners position as of Q3 2025 after selling out during the quarter.
SkyOak Wealth sold 5,773 Western Midstream Partners shares in Q3 2025, an estimated $223K.
SkyOak Wealth first reported a position in Western Midstream Partners in Q4 2019 and held it in 10 quarters.
SkyOak Wealth's Western Midstream Partners position peaked at $285K in Q4 2019.
288 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2025.

Based on SkyOak Wealth's 13F filing for Q3 2025, filed 23 Oct 2025.