Whittier Trust’s Western Midstream Partners WES Stock Holding History

Whittier Trust’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	$35.3K	Sell	808 -168	-17%	-$7.24K	﹤0.01%	928
2026 Q1	$39.9K	Sell	976 -83	-8%	-$3.43K	﹤0.01%	875
2025 Q4	$41.9K	Buy	+1,059	New	+$41K	﹤0.01%	907
2020 Q3	–	Sell	-334	Closed	-$3K	–	1519
2020 Q2	$3K	Hold	334	–	–	﹤0.01%	1242
2020 Q1	$1K	Hold	334	–	–	﹤0.01%	1438
2019 Q4	$7K	Hold	334	–	–	﹤0.01%	1192
2019 Q3	$8K	Hold	334	–	–	﹤0.01%	1181
2019 Q2	$10K	Sell	334 -200	-37%	-$6.17K	﹤0.01%	1079
2019 Q1	$17K	Buy	+534	New	+$17K	﹤0.01%	986
2018 Q4	–	Sell	-4,600	Closed	-$138K	–	1380
2018 Q3	$138K	Buy	+4,600	New	+$161K	﹤0.01%	577

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

Whittier Trust's WES Position: Q2 2026 in Review

Whittier Trust reduced its Western Midstream Partners (WES) stake by 17% in Q2 2026, selling an estimated $7.24K and leaving 808 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Whittier Trust first reported a position in WES in Q3 2018 and has held it in 10 quarters since. The position peaked at $138K in Q3 2018. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Whittier Trust held 808 shares of Western Midstream Partners worth $35.3K as of Q2 2026.
Whittier Trust sold 168 Western Midstream Partners shares in Q2 2026, an estimated $7.24K.
Western Midstream Partners made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #928 holding.
Whittier Trust first reported a position in Western Midstream Partners in Q3 2018 and has held it in 10 quarters since.
Whittier Trust's Western Midstream Partners position peaked at $138K in Q3 2018.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.