SW
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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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return