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Cadent Capital Advisors’s Western Midstream Partners WES Stock Holding History

Cadent Capital 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
Q3 		$399K Buy
8,988
+71
+0.8% +$3.34K 0.09% 127
2026
Q2 		$390K Buy
8,917
+74
+0.8% +$3.19K 0.08% 137
2026
Q1 		$364K Buy
8,843
+77
+0.9% +$3.18K 0.09% 126
2025
Q4 		$346K Buy
8,766
+82
+0.9% +$3.18K 0.09% 132
2025
Q3 		$341K Buy
8,684
+107
+1% +$4.18K 0.09% 143
2025
Q2 		$332K Buy
8,577
+76
+0.9% +$2.89K 0.11% 122
2025
Q1 		$348K Buy
8,501
+71
+0.8% +$2.89K 0.12% 102
2024
Q4 		$324K Buy
8,430
+75
+0.9% +$2.9K 0.11% 111
2024
Q3 		$320K Buy
8,355
+88
+1% +$3.47K 0.1% 117
2024
Q2 		$328K Buy
8,267
+85
+1% +$3.13K 0.13% 94
2024
Q1 		$291K Buy
8,182
+72
+0.9% +$2.23K 0.12% 102
2023
Q4 		$237K Buy
8,110
+73
+0.9% +$2.04K 0.12% 107
2023
Q3 		$219K Buy
8,037
+70
+0.9% +$1.9K 0.09% 115
2023
Q2 		$211K Buy
+7,967
New +$210K 0.13% 122

Other funds holding WES

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SA
SL Advisors Westfield, New Jersey $51.2M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Cadent Capital Advisors's WES Position: Q3 2026 in Review

Cadent Capital Advisors increased its Western Midstream Partners (WES) stake by 0.8% in Q3 2026, buying an estimated $3.34K and bringing the position to 8,988 shares worth $399K. The position accounts for 0.09% of the portfolio, ranked #127.

Cadent Capital Advisors first reported a position in WES in Q2 2023 and has held it in 14 quarters since. 24 funds tracked by Wall St. Rank hold WES as of Q3 2026.

  • Cadent Capital Advisors held 8,988 shares of Western Midstream Partners worth $399K as of Q3 2026.
  • Cadent Capital Advisors bought 71 Western Midstream Partners shares in Q3 2026, an estimated $3.34K.
  • Western Midstream Partners made up 0.09% of Cadent Capital Advisors's portfolio in Q3 2026, its #127 holding.
  • Cadent Capital Advisors first reported a position in Western Midstream Partners in Q2 2023 and has held it in 14 quarters since.
  • 24 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.