Summit Financial Wealth Advisors’s Western Midstream Partners WES Stock Holding History

Summit Financial Wealth 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	$228K	Hold	5,213	–	–	0.03%	202
2026 Q1	$215K	Buy	+5,213	New	+$216K	0.03%	184
2025 Q2	–	Sell	-5,000	Closed	-$205K	–	174
2025 Q1	$205K	Buy	+5,000	New	+$204K	0.04%	144

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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 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

Summit Financial Wealth Advisors's WES Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its Western Midstream Partners (WES) position steady in Q2 2026 at 5,213 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #202.

Summit Financial Wealth Advisors first reported a position in WES in Q1 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Summit Financial Wealth Advisors held 5,213 shares of Western Midstream Partners worth $228K as of Q2 2026.
Summit Financial Wealth Advisors left its Western Midstream Partners share count unchanged in Q2 2026.
Western Midstream Partners made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #202 holding.
Summit Financial Wealth Advisors first reported a position in Western Midstream Partners in Q1 2025 and has held it in 3 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.