West Financial Advisors’s Western Midstream Partners WES Stock Holding History

West Financial 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 Q2	$5.23K	Buy	119 +2	+2%	+$86	﹤0.01%	152
2026 Q1	$4.82K	Buy	117 +2	+2%	+$83	﹤0.01%	148
2025 Q4	$4.53K	Buy	115 +3	+3%	+$116	﹤0.01%	176
2025 Q3	$4.41K	Buy	112 +2	+2%	+$78	﹤0.01%	151
2025 Q2	$4.24K	Buy	110 +3	+3%	+$114	﹤0.01%	167
2025 Q1	$4.38K	Buy	107 +2	+2%	+$81	﹤0.01%	163
2024 Q4	$4.03K	Buy	105 +3	+3%	+$116	﹤0.01%	166
2024 Q3	$3.92K	Buy	102 +2	+2%	+$79	﹤0.01%	164
2024 Q2	$3.97K	Buy	+100	New	+$3.68K	﹤0.01%	136

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

West Financial Advisors's WES Position: Q2 2026 in Review

West Financial Advisors increased its Western Midstream Partners (WES) stake by 1.7% in Q2 2026, buying an estimated $86 and bringing the position to 119 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

West Financial Advisors first reported a position in WES in Q2 2024 and has held it in 9 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

West Financial Advisors held 119 shares of Western Midstream Partners worth $5.23K as of Q2 2026.
West Financial Advisors bought 2 Western Midstream Partners shares in Q2 2026, an estimated $86.
Western Midstream Partners made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #152 holding.
West Financial Advisors first reported a position in Western Midstream Partners in Q2 2024 and has held it in 9 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.