Adams Asset Advisors’s Western Midstream Partners WES Stock Holding History

Adams Asset 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	$16.4M	Buy	374,823 +32,718	+10%	+$1.41M	1.86%	18
2026 Q1	$14.1M	Hold	342,105	–	–	1.58%	21
2025 Q4	$13.5M	Buy	342,105 +15,000	+5%	+$581K	1.78%	16
2025 Q3	$12.9M	Hold	327,105	–	–	1.66%	15
2025 Q2	$12.7M	Buy	327,105 +3,324	+1%	+$126K	1.78%	13
2025 Q1	$13.3M	Hold	323,781	–	–	1.82%	11
2024 Q4	$12.4M	Buy	323,781 +2,139	+0.7%	+$82.6K	1.6%	15
2024 Q3	$12.3M	Buy	321,642 +10,000	+3%	+$394K	1.63%	17
2024 Q2	$12.4M	Sell	311,642 -19,741	-6%	-$727K	1.61%	13
2024 Q1	$11.8M	Hold	331,383	–	–	1.52%	17
2023 Q4	$9.7M	Hold	331,383	–	–	1.3%	22
2023 Q3	$9.02M	Buy	331,383 +27,505	+9%	+$746K	1.21%	21
2023 Q2	$8.06M	Hold	303,878	–	–	1.18%	21
2023 Q1	$8.01M	Hold	303,878	–	–	1.07%	26
2022 Q4	$8.16M	Hold	303,878	–	–	1.09%	27
2022 Q3	$7.64M	Hold	303,878	–	–	1.19%	24
2022 Q2	$7.39M	Hold	303,878	–	–	1.12%	26
2022 Q1	$7.66M	Hold	303,878	–	–	1.13%	27
2021 Q4	$6.77M	Hold	303,878	–	–	1.23%	30
2021 Q3	$6.37M	Hold	303,878	–	–	1.28%	31
2021 Q2	$6.51M	Sell	303,878 -40,905	-12%	-$848K	1.28%	31
2021 Q1	$6.41M	Hold	344,783	–	–	1.38%	28
2020 Q4	$4.76M	Hold	344,783	–	–	1.3%	34
2020 Q3	$2.76M	Buy	344,783 +40,362	+13%	+$364K	0.88%	39
2020 Q2	$3.06M	Buy	304,421 +52,495	+21%	+$435K	0.91%	40
2020 Q1	$816K	Buy	251,926 +24,760	+11%	+$341K	0.33%	54
2019 Q4	$4.47M	Buy	+227,166	New	+$4.71M	0.78%	34

Other funds holding WES

CCM

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

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Adams Asset Advisors's WES Position: Q2 2026 in Review

Adams Asset Advisors increased its Western Midstream Partners (WES) stake by 9.6% in Q2 2026, buying an estimated $1.41M and bringing the position to 374,823 shares worth $16.4M. The position accounts for 1.86% of the portfolio, ranked #18.

Adams Asset Advisors first reported a position in WES in Q4 2019 and has held it in 27 quarters since. 50 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Adams Asset Advisors held 374,823 shares of Western Midstream Partners worth $16.4M as of Q2 2026.
Adams Asset Advisors bought 32,718 Western Midstream Partners shares in Q2 2026, an estimated $1.41M.
Western Midstream Partners made up 1.86% of Adams Asset Advisors's portfolio in Q2 2026, its #18 holding.
Adams Asset Advisors first reported a position in Western Midstream Partners in Q4 2019 and has held it in 27 quarters since.
50 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Adams Asset Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.