U.S. Capital Wealth Advisors’s Western Midstream Partners WES Stock Holding History

U.S. Capital 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 Q1	$5.78M	Buy	140,475 +6,475	+5%	+$268K	0.15%	165
2025 Q4	$5.29M	Buy	134,000 +23,945	+22%	+$928K	0.14%	188
2025 Q3	$4.32M	Buy	110,055 +11,038	+11%	+$431K	0.12%	199
2025 Q2	$3.83M	Buy	99,017 +10,504	+12%	+$400K	0.11%	199
2025 Q1	$3.63M	Buy	88,513 +15,313	+21%	+$624K	0.11%	192
2024 Q4	$2.81M	Sell	73,200 -2,000	-3%	-$77.2K	0.09%	238
2024 Q3	$2.88M	Sell	75,200 -3,821	-5%	-$151K	0.1%	192
2024 Q2	$3.14M	Sell	79,021 -20,475	-21%	-$754K	0.12%	166
2024 Q1	$3.54M	Sell	99,496 -10,000	-9%	-$310K	0.14%	153
2023 Q4	$3.2M	Hold	109,496	–	–	0.13%	164
2023 Q3	$2.98M	Buy	109,496 +28,821	+36%	+$782K	0.13%	147
2023 Q2	$2.14M	Sell	80,675 -186	-0.2%	-$4.89K	0.1%	201
2023 Q1	$2.13M	Hold	80,861	–	–	0.1%	194
2022 Q4	$2.17M	Sell	80,861 -1,339	-2%	-$36.1K	0.1%	192
2022 Q3	$2.07M	Sell	82,200 -763	-0.9%	-$20.4K	0.1%	180
2022 Q2	$2.02M	Hold	82,963	–	–	0.09%	212
2022 Q1	$2.09M	Hold	82,963	–	–	0.08%	237
2021 Q4	$1.85M	Hold	82,963	–	–	0.07%	278
2021 Q3	$1.74M	Buy	+82,963	New	+$1.65M	0.08%	275

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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 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

U.S. Capital Wealth Advisors's WES Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Western Midstream Partners (WES) stake by 4.8% in Q1 2026, buying an estimated $268K and bringing the position to 140,475 shares worth $5.78M. The position accounts for 0.15% of the portfolio, ranked #165.

U.S. Capital Wealth Advisors first reported a position in WES in Q3 2021 and has held it in 19 quarters since. 346 funds tracked by Wall St. Rank hold WES as of Q1 2026.

U.S. Capital Wealth Advisors held 140,475 shares of Western Midstream Partners worth $5.78M as of Q1 2026.
U.S. Capital Wealth Advisors bought 6,475 Western Midstream Partners shares in Q1 2026, an estimated $268K.
Western Midstream Partners made up 0.15% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #165 holding.
U.S. Capital Wealth Advisors first reported a position in Western Midstream Partners in Q3 2021 and has held it in 19 quarters since.
346 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.