Turtle Creek Wealth 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
2026
Q1
$1.42M Hold
34,402
0.11% 119
2025
Q4
$1.36M Sell
34,402
-2,480
-7% -$96.1K 0.11% 125
2025
Q3
$1.45M Hold
36,882
0.13% 107
2025
Q2
$1.43M Buy
+36,882
New +$1.4M 0.17% 101
2024
Q1
Sell
-2,734
Closed -$80K 813
2023
Q4
$80K Buy
+2,734
New +$76.4K 0.02% 218

Other funds holding WES

Turtle Creek Wealth Advisors's WES Position: Q1 2026 in Review

Turtle Creek Wealth Advisors held its Western Midstream Partners (WES) position steady in Q1 2026 at 34,402 shares worth $1.42M. The position accounts for 0.11% of the portfolio, ranked #119.

Turtle Creek Wealth Advisors first reported a position in WES in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.45M in Q3 2025. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

  • Turtle Creek Wealth Advisors held 34,402 shares of Western Midstream Partners worth $1.42M as of Q1 2026.
  • Turtle Creek Wealth Advisors left its Western Midstream Partners share count unchanged in Q1 2026.
  • Western Midstream Partners made up 0.11% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #119 holding.
  • Turtle Creek Wealth Advisors first reported a position in Western Midstream Partners in Q4 2023 and has held it in 5 quarters since.
  • Turtle Creek Wealth Advisors's Western Midstream Partners position peaked at $1.45M in Q3 2025.
  • 346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.