Cedar Mountain Advisors
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Cedar Mountain Advisors’s Western Midstream Partners WES Stock Holding History

Cedar Mountain 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 		$100K Buy
2,263
+42
+2% +$1.98K 0.02% 104
2026
Q2 		$97.2K Buy
2,221
+43
+2% +$1.85K 0.02% 112
2026
Q1 		$89.7K Buy
2,178
+45
+2% +$1.86K 0.02% 101
2025
Q4 		$84.2K Buy
2,133
+49
+2% +$1.9K 0.02% 90
2025
Q3 		$81.9K Buy
2,084
+48
+2% +$1.87K 0.02% 89
2025
Q2 		$78.8K Buy
2,036
+46
+2% +$1.75K 0.02% 78
2025
Q1 		$81.5K Buy
1,990
+42
+2% +$1.71K 0.02% 77
2024
Q4 		$74.9K Sell
1,948
-210
-10% -$8.11K 0.02% 73
2024
Q3 		$82.6K Buy
2,158
+299
+16% +$11.8K 0.02% 69
2024
Q2 		$73.9K Buy
1,859
+42
+2% +$1.55K 0.02% 61
2024
Q1 		$64.6K Buy
1,817
+36
+2% +$1.12K 0.02% 63
2023
Q4 		$52.1K Buy
1,781
+36
+2% +$1.01K 0.01% 69
2023
Q3 		$47.5K Buy
1,745
+36
+2% +$977 0.01% 71
2023
Q2 		$45.3K Buy
1,709
+54
+3% +$1.42K 0.01% 79
2023
Q1 		$43.6K Buy
1,655
+29
+2% +$779 0.01% 79
2022
Q4 		$43.7K Buy
1,626
+28
+2% +$755 0.01% 77
2022
Q3 		$40K Buy
1,598
+28
+2% +$748 0.01% 77
2022
Q2 		$38K Buy
1,570
+29
+2% +$742 0.01% 83
2022
Q1 		$39K Buy
1,541
+19
+1% +$469 0.01% 91
2021
Q4 		$34K Buy
1,522
+22
+1% +$471 0.01% 95
2021
Q3 		$31K Hold
1,500
– – 0.01% 97
2021
Q2 		$32K Hold
1,500
– – 0.01% 95
2021
Q1 		$28K Hold
1,500
– – 0.01% 108
2020
Q4 		$21K Buy
+1,500
New +$17.2K 0.01% 118

Other funds holding WES

Chickasaw Capital Management
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
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Spirit of America Management Corp
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Cedar Mountain Advisors's WES Position: Q3 2026 in Review

Cedar Mountain Advisors increased its Western Midstream Partners (WES) stake by 1.9% in Q3 2026, buying an estimated $1.98K and bringing the position to 2,263 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #104.

Cedar Mountain Advisors first reported a position in WES in Q4 2020 and has held it in 24 quarters since. 57 funds tracked by Wall St. Rank hold WES as of Q3 2026.

  • Cedar Mountain Advisors held 2,263 shares of Western Midstream Partners worth $100K as of Q3 2026.
  • Cedar Mountain Advisors bought 42 Western Midstream Partners shares in Q3 2026, an estimated $1.98K.
  • Western Midstream Partners made up 0.02% of Cedar Mountain Advisors's portfolio in Q3 2026, its #104 holding.
  • Cedar Mountain Advisors first reported a position in Western Midstream Partners in Q4 2020 and has held it in 24 quarters since.
  • 57 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.