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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.8M Hold
2025
Q2
$10.6M Hold
2025
Q1
$9.76M Hold
2024
Q4
$10.5M Hold
2024
Q3
$10.5M Hold
2024
Q2
$8.03M Hold
2024
Q1
$9.76M Hold
2023
Q4
$8.03M Hold
2023
Q3
$7.47M Hold
2023
Q2
$7.28M Hold
2023
Q1
$7.24M Hold
2022
Q4
$7.37M Hold
2022
Q3
$6.91M Hold
2022
Q2
$6.67M Hold
2022
Q1
$6.92M Hold
2021
Q4
$6.11M Hold
2021
Q3
$5.75M Hold
2021
Q2
$5.88M Hold
2021
Q1
$5.1M Hold
2020
Q4
$3.79M Hold
2020
Q3
$2.2M Buy