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Vision Financial Markets’s Western Midstream Partners WES Stock Holding History

Vision Financial Markets’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
2025
Q3 		– Sell
-150
Closed -$5.8K – 454
2025
Q2 		$5.8K Hold
150
– – 0.01% 267
2025
Q1 		$6.14K Hold
150
– – 0.01% 240
2024
Q4 		$5.76K Buy
+150
New +$5.79K 0.01% 195

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vision Financial Markets's WES Position: Q3 2025 in Review

Vision Financial Markets sold out of Western Midstream Partners (WES) in Q3 2025, closing a stake of 150 shares — an estimated $5.8K sold.

Vision Financial Markets first reported a position in WES in Q4 2024 and held it in 3 quarters. The position peaked at $6.14K in Q1 2025. 288 funds tracked by Wall St. Rank hold WES as of Q3 2025.

  • Vision Financial Markets reported no remaining Western Midstream Partners position as of Q3 2025 after selling out during the quarter.
  • Vision Financial Markets sold 150 Western Midstream Partners shares in Q3 2025, an estimated $5.8K.
  • Vision Financial Markets first reported a position in Western Midstream Partners in Q4 2024 and held it in 3 quarters.
  • Vision Financial Markets's Western Midstream Partners position peaked at $6.14K in Q1 2025.
  • 288 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2025.

Based on Vision Financial Markets's 13F filing for Q3 2025, filed 6 Nov 2025.