Everhart Financial Group’s Western Midstream Partners WES Stock Holding History

Everhart Financial Group’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	$482K	Buy	+10,853	New	+$510K	0.03%	292

Other funds holding WES

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Everhart Financial Group's WES Position: Q3 2026 in Review

Everhart Financial Group opened a new position in Western Midstream Partners (WES) in Q3 2026: 10,853 shares worth $482K. The stake represents 0.03% of the portfolio and ranks #292 among its holdings.

18 funds tracked by Wall St. Rank hold WES as of Q3 2026.

Everhart Financial Group held 10,853 shares of Western Midstream Partners worth $482K as of Q3 2026.
Western Midstream Partners was a new Everhart Financial Group position in Q3 2026.
Western Midstream Partners made up 0.03% of Everhart Financial Group's portfolio in Q3 2026, its #292 holding.
18 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.