CoreCap Advisors’s Western Midstream Partners WES Stock Holding History

CoreCap 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	$1.33K	Hold	30	–	–	﹤0.01%	2614
2026 Q2	$1.31K	Hold	30	–	–	﹤0.01%	2636
2026 Q1	$1.24K	Hold	30	–	–	﹤0.01%	2499
2025 Q4	$1.18K	Hold	30	–	–	﹤0.01%	2569
2025 Q3	$1.18K	Sell	30 -100	-77%	-$3.9K	﹤0.01%	2456
2025 Q2	$5.03K	Hold	130	–	–	﹤0.01%	2111
2025 Q1	$5.32K	Hold	130	–	–	﹤0.01%	2080
2024 Q4	$5K	Hold	130	–	–	﹤0.01%	1978
2024 Q3	$4.97K	Buy	+130	New	+$5.12K	﹤0.01%	1976
2024 Q2	–	Sell	-30	Closed	-$1.07K	–	2597
2024 Q1	$1.07K	Buy	+30	New	+$931	﹤0.01%	2215
2022 Q4	$806	Buy	+30	New	+$809	﹤0.01%	2085
2022 Q3	–	Sell	-2,369	Closed	-$58K	–	2100
2022 Q2	$58K	Buy	+2,369	New	+$60.6K	﹤0.01%	896

Other funds holding WES

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 Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

CoreCap Advisors's WES Position: Q3 2026 in Review

CoreCap Advisors held its Western Midstream Partners (WES) position steady in Q3 2026 at 30 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

CoreCap Advisors first reported a position in WES in Q2 2022 and has held it in 12 quarters since. The position peaked at $58K in Q2 2022. 64 funds tracked by Wall St. Rank hold WES as of Q3 2026.

CoreCap Advisors held 30 shares of Western Midstream Partners worth $1.33K as of Q3 2026.
CoreCap Advisors left its Western Midstream Partners share count unchanged in Q3 2026.
Western Midstream Partners made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2614 holding.
CoreCap Advisors first reported a position in Western Midstream Partners in Q2 2022 and has held it in 12 quarters since.
CoreCap Advisors's Western Midstream Partners position peaked at $58K in Q2 2022.
64 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.