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BOLTON SECURITIES CORPORATION’s Western Midstream Partners WES Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$96.5K Hold
2,175
– – ﹤0.01% 1143
2026
Q2 		$95.2K Hold
2,175
– – ﹤0.01% 1130
2026
Q1 		$89.5K Buy
+2,175
New +$89.9K ﹤0.01% 1064
2025
Q3 		$91.3K Buy
+2,325
New +$90.8K ﹤0.01% 997
2025
Q1 		$95.2K Buy
+2,325
New +$94.7K 0.01% 890

Other funds holding WES

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Texas Yale Capital Corp
Texas Yale Capital Corp St. Petersburg, Florida $4.05B AUM 29.51% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WES Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Western Midstream Partners (WES) position steady in Q3 2026 at 2,175 shares worth $96.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

BOLTON SECURITIES CORPORATION first reported a position in WES in Q1 2025 and has held it in 5 quarters since. 243 funds tracked by Wall St. Rank hold WES as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,175 shares of Western Midstream Partners worth $96.5K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Western Midstream Partners share count unchanged in Q3 2026.
  • Western Midstream Partners made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1143 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Western Midstream Partners in Q1 2025 and has held it in 5 quarters since.
  • 243 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.