SWP
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Stratos Wealth Partners’s Western Midstream Partners WES Stock Holding History

Stratos Wealth Partners’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
Q1 		$566K Buy
13,742
+6,070
+79% +$251K 0.01% 1014
2025
Q4 		$303K Buy
7,672
+989
+15% +$38.3K ﹤0.01% 1283
2025
Q3 		$263K Buy
6,683
+722
+12% +$28.2K ﹤0.01% 1320
2025
Q2 		$231K Buy
5,961
+536
+10% +$20.4K ﹤0.01% 1269
2025
Q1 		$222K Sell
5,425
-2,920
-35% -$119K ﹤0.01% 1235
2024
Q4 		$321K Buy
8,345
+80
+1% +$3.09K ﹤0.01% 1119
2024
Q3 		$316K Buy
+8,265
New +$326K ﹤0.01% 1126
2018
Q2 		– Sell
-34
Closed -$1K – 2581
2018
Q1 		$1K Hold
34
– – ﹤0.01% 3046
2017
Q4 		$1K Buy
+34
New +$1.28K ﹤0.01% 2753

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TCA
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Goldman Sachs
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Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return