Ellsworth Advisors’s Western Midstream Partners WES Stock Holding History

Ellsworth 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	$7.96M	Buy	179,385 +6,956	+4%	+$327K	1.28%	23
2026 Q2	$7.82M	Buy	172,429 +6,123	+4%	+$264K	1.29%	28
2026 Q1	$6.85M	Buy	166,306 +10,363	+7%	+$429K	1.29%	32
2025 Q4	$6.5M	Buy	155,943 +12,991	+9%	+$504K	1.28%	25
2025 Q3	$5.39M	Buy	142,952 +8,378	+6%	+$327K	1.15%	35
2025 Q2	$5.21M	Buy	+134,574	New	+$5.12M	1.27%	32

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

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

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Ellsworth Advisors's WES Position: Q3 2026 in Review

Ellsworth Advisors increased its Western Midstream Partners (WES) stake by 4% in Q3 2026, buying an estimated $327K and bringing the position to 179,385 shares worth $7.96M. The position accounts for 1.28% of the portfolio, ranked #23.

Ellsworth Advisors first reported a position in WES in Q2 2025 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold WES as of Q3 2026.

Ellsworth Advisors held 179,385 shares of Western Midstream Partners worth $7.96M as of Q3 2026.
Ellsworth Advisors bought 6,956 Western Midstream Partners shares in Q3 2026, an estimated $327K.
Western Midstream Partners made up 1.28% of Ellsworth Advisors's portfolio in Q3 2026, its #23 holding.
Ellsworth Advisors first reported a position in Western Midstream Partners in Q2 2025 and has held it in 6 quarters since.
64 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

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