CFM Wealth Partners’s Western Midstream Partners WES Stock Holding History

CFM Wealth Partners’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	$2.18M	Hold	49,883	–	–	0.28%	64
2026 Q1	$2.05M	Hold	49,883	–	–	0.31%	60
2025 Q4	$1.97M	Hold	49,883	–	–	0.28%	59
2025 Q3	$1.96M	Buy	49,883 +4,939	+11%	+$193K	0.28%	59
2025 Q2	$1.74M	Hold	44,944	–	–	0.28%	60
2025 Q1	$1.84M	Buy	44,944 +9,904	+28%	+$403K	0.32%	57
2024 Q4	$1.35M	Hold	35,040	–	–	0.23%	67
2024 Q3	$1.34M	Hold	35,040	–	–	0.23%	69
2024 Q2	$1.39M	Buy	35,040 +14,680	+72%	+$540K	0.26%	70
2024 Q1	$724K	Buy	20,360 +10,482	+106%	+$325K	0.15%	87
2023 Q4	$289K	Buy	+9,878	New	+$276K	0.07%	137
2023 Q3	–	Sell	-9,878	Closed	-$262K	–	164
2023 Q2	$262K	Buy	+9,878	New	+$260K	0.06%	143
2023 Q1	–	Sell	-9,878	Closed	-$265K	–	166
2022 Q4	$265K	Buy	+9,878	New	+$266K	0.08%	140
2022 Q3	–	Sell	-9,878	Closed	-$240K	–	166
2022 Q2	$240K	Hold	9,878	–	–	0.07%	146
2022 Q1	$249K	Hold	9,878	–	–	0.06%	161
2021 Q4	$223K	Hold	9,878	–	–	0.05%	168
2021 Q3	$207K	Buy	+9,878	New	+$197K	0.05%	180

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

CFM Wealth Partners's WES Position: Q2 2026 in Review

CFM Wealth Partners held its Western Midstream Partners (WES) position steady in Q2 2026 at 49,883 shares worth $2.18M. The position accounts for 0.28% of the portfolio, ranked #64.

CFM Wealth Partners first reported a position in WES in Q3 2021 and has held it in 17 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

CFM Wealth Partners held 49,883 shares of Western Midstream Partners worth $2.18M as of Q2 2026.
CFM Wealth Partners left its Western Midstream Partners share count unchanged in Q2 2026.
Western Midstream Partners made up 0.28% of CFM Wealth Partners's portfolio in Q2 2026, its #64 holding.
CFM Wealth Partners first reported a position in Western Midstream Partners in Q3 2021 and has held it in 17 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.