CCA
WES icon

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
Q2 		$390K Buy
8,917
+74
+0.8% +$3.19K 0.08% 137
2026
Q1 		$364K Buy
8,843
+77
+0.9% +$3.18K 0.1% 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 0.13% 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 0.11% 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 0.11% 115
2023
Q2 		$211K Buy
+7,967
New +$210K 0.13% 122

Other funds holding WES

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
SA
SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return