COMPASS FINANCIAL MANAGEMENT LLC’s Western Midstream Partners WES Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$132K	Buy	+3,023	New	+$130K	0.02%	501

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's WES Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Western Midstream Partners (WES) in Q2 2026: 3,023 shares worth $132K. The stake represents 0.02% of the portfolio and ranks #501 among its holdings.

292 funds tracked by Wall St. Rank hold WES as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 3,023 shares of Western Midstream Partners worth $132K as of Q2 2026.
Western Midstream Partners was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Western Midstream Partners made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #501 holding.
292 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.