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Wambolt & Associates’s Western Midstream Partners WES Stock Holding History

Wambolt & Associates’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 		$857K Hold
22,209
– – 0.29% 89
2025
Q1 		$911K Hold
22,209
– – 0.31% 86
2024
Q4 		$853K Buy
+22,209
New +$857K 0.27% 93

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wambolt & Associates's WES Position: Q2 2025 in Review

Wambolt & Associates held its Western Midstream Partners (WES) position steady in Q2 2025 at 22,209 shares worth $857K. The position accounts for 0.29% of the portfolio, ranked #89.

Wambolt & Associates first reported a position in WES in Q4 2024 and has held it in 3 quarters since. The position peaked at $911K in Q1 2025. 281 funds tracked by Wall St. Rank hold WES as of Q2 2025.

  • Wambolt & Associates held 22,209 shares of Western Midstream Partners worth $857K as of Q2 2025.
  • Wambolt & Associates left its Western Midstream Partners share count unchanged in Q2 2025.
  • Western Midstream Partners made up 0.29% of Wambolt & Associates's portfolio in Q2 2025, its #89 holding.
  • Wambolt & Associates first reported a position in Western Midstream Partners in Q4 2024 and has held it in 3 quarters since.
  • Wambolt & Associates's Western Midstream Partners position peaked at $911K in Q1 2025.
  • 281 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.