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Summit Trail Advisors’s Western Midstream Partners WES Stock Holding History

Summit Trail 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
Q1 		$1.03M Buy
25,114
+13,879
+124% +$574K 0.01% 916
2025
Q4 		$444K Buy
11,235
+23
+0.2% +$891 0.01% 1110
2025
Q3 		$441K Buy
11,212
+23
+0.2% +$898 0.01% 1116
2025
Q2 		$433K Buy
+11,189
New +$426K 0.01% 784
2024
Q4 		– Sell
-8,517
Closed -$326K – 784
2024
Q3 		$326K Buy
8,517
+501
+6% +$19.7K 0.01% 521
2024
Q2 		$318K Buy
8,016
+920
+13% +$33.9K 0.01% 473
2024
Q1 		$252K Hold
7,096
– – 0.01% 510
2023
Q4 		$208K Buy
+7,096
New +$198K 0.01% 490
2023
Q2 		– Sell
-8,591
Closed -$227K – 549
2023
Q1 		$227K Buy
8,591
+842
+11% +$22.6K 0.01% 369
2022
Q4 		$208K Buy
+7,749
New +$209K 0.01% 354
2020
Q4 		– Sell
-28,149
Closed -$298K – 249
2020
Q3 		$298K Buy
+28,149
New +$254K 0.06% 154
2020
Q2 		– Sell
-11,733
Closed -$38K – 191
2020
Q1 		$38K Buy
+11,733
New +$161K 0.01% 121
2019
Q4 		– Sell
-8,954
Closed -$223K – 118
2019
Q3 		$223K Sell
8,954
-154
-2% -$4.09K 0.08% 80
2019
Q2 		$280K Hold
9,108
– – 0.12% 58
2019
Q1 		$286K Buy
+9,108
New +$289K 0.12% 62
2018
Q4 		– Sell
-5,027
Closed -$151K – 230
2018
Q3 		$151K Sell
5,027
-2,000
-28% -$70.1K 0.03% 214
2018
Q2 		$251K Sell
7,027
-63,625
-90% -$2.23M 0.09% 119
2018
Q1 		$2.32M Buy
70,652
+1,675
+2% +$63.8K 0.39% 49
2017
Q4 		$2.86M Buy
+68,977
New +$2.6M 0.36% 49

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B 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

Summit Trail Advisors's WES Position: Q1 2026 in Review

Summit Trail Advisors increased its Western Midstream Partners (WES) stake by 124% in Q1 2026, buying an estimated $574K and bringing the position to 25,114 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #916.

Summit Trail Advisors first reported a position in WES in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.86M in Q4 2017. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

  • Summit Trail Advisors held 25,114 shares of Western Midstream Partners worth $1.03M as of Q1 2026.
  • Summit Trail Advisors bought 13,879 Western Midstream Partners shares in Q1 2026, an estimated $574K.
  • Western Midstream Partners made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #916 holding.
  • Summit Trail Advisors first reported a position in Western Midstream Partners in Q4 2017 and has held it in 19 quarters since.
  • Summit Trail Advisors's Western Midstream Partners position peaked at $2.86M in Q4 2017.
  • 346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.