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Sovereign Investment Advisors’s Western Midstream Partners WES Stock Holding History

Sovereign Investment 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 		$12M Hold
274,479
– – 2.25% 14
2026
Q1 		$11.3M Buy
274,479
+1,287
+0.5% +$53.2K 2.39% 14
2025
Q4 		$10.8M Sell
273,192
-1,287
-0.5% -$49.9K 2.7% 12
2025
Q3 		$10.8M Hold
274,479
– – 2.94% 10
2025
Q2 		$10.6M Hold
274,479
– – 2.92% 9
2025
Q1 		$9.76M Hold
274,479
– – 3.4% 8
2024
Q4 		$10.5M Hold
274,479
– – 3.14% 8
2024
Q3 		$10.5M Hold
274,479
– – 3.44% 8
2024
Q2 		$8.03M Hold
274,479
– – 2.99% 9
2024
Q1 		$9.76M Hold
274,479
– – 3.37% 8
2023
Q4 		$8.03M Hold
274,479
– – 2.99% 9
2023
Q3 		$7.47M Hold
274,479
– – 2.93% 11
2023
Q2 		$7.28M Hold
274,479
– – 2.75% 13
2023
Q1 		$7.24M Hold
274,479
– – 2.87% 11
2022
Q4 		$7.37M Hold
274,479
– – 3.09% 9
2022
Q3 		$6.91M Hold
274,479
– – 3.09% 10
2022
Q2 		$6.67M Hold
274,479
– – 2.89% 12
2022
Q1 		$6.92M Hold
274,479
– – 2.73% 12
2021
Q4 		$6.11M Hold
274,479
– – 2.38% 13
2021
Q3 		$5.75M Hold
274,479
– – 2.29% 13
2021
Q2 		$5.88M Hold
274,479
– – 2.22% 14
2021
Q1 		$5.1M Hold
274,479
– – 2.03% 13
2020
Q4 		$3.79M Hold
274,479
– – 1.54% 18
2020
Q3 		$2.2M Buy
+274,479
New +$2.48M 0.86% 21

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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
Neuberger Berman Group
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

Sovereign Investment Advisors's WES Position: Q2 2026 in Review

Sovereign Investment Advisors held its Western Midstream Partners (WES) position steady in Q2 2026 at 274,479 shares worth $12M. The position accounts for 2.25% of the portfolio, ranked #14.

Sovereign Investment Advisors first reported a position in WES in Q3 2020 and has held it in 24 quarters since. 370 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Sovereign Investment Advisors held 274,479 shares of Western Midstream Partners worth $12M as of Q2 2026.
  • Sovereign Investment Advisors left its Western Midstream Partners share count unchanged in Q2 2026.
  • Western Midstream Partners made up 2.25% of Sovereign Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Sovereign Investment Advisors first reported a position in Western Midstream Partners in Q3 2020 and has held it in 24 quarters since.
  • 370 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.