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 Q2	$1.31K	Hold	30	–	–	﹤0.01%	2636
2026 Q1	$1.24K	Hold	30	–	–	﹤0.01%	2499
2025 Q4	$1.19K	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	$5.33K	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	–	2614
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	–	2104
2022 Q2	$58K	Buy	+2,369	New	+$60.6K	﹤0.01%	896

Other funds holding WES

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return