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VSM Wealth Advisory’s Western Midstream Partners WES Stock Holding History

VSM Wealth Advisory’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
Q2 		– Sell
-80
Closed -$3.29K – 538
2025
Q1 		$3.29K Buy
80
+1
+1% +$41 ﹤0.01% 437
2024
Q4 		$3.02K Buy
+79
New +$3.05K ﹤0.01% 426

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

VSM Wealth Advisory's WES Position: Q2 2025 in Review

VSM Wealth Advisory sold out of Western Midstream Partners (WES) in Q2 2025, closing a stake of 80 shares — an estimated $3.29K sold.

VSM Wealth Advisory first reported a position in WES in Q4 2024 and held it in 2 quarters. The position peaked at $3.29K in Q1 2025. 281 funds tracked by Wall St. Rank hold WES as of Q2 2025.

  • VSM Wealth Advisory reported no remaining Western Midstream Partners position as of Q2 2025 after selling out during the quarter.
  • VSM Wealth Advisory sold 80 Western Midstream Partners shares in Q2 2025, an estimated $3.29K.
  • VSM Wealth Advisory first reported a position in Western Midstream Partners in Q4 2024 and held it in 2 quarters.
  • VSM Wealth Advisory's Western Midstream Partners position peaked at $3.29K in Q1 2025.
  • 281 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2025.

Based on VSM Wealth Advisory's 13F filing for Q2 2025, filed 11 Aug 2025.