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Farther Finance Advisors’s Western Midstream Partners WES Stock Holding History

Farther Finance 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 		$29.3K Buy
670
+181
+37% +$7.8K ﹤0.01% 3682
2026
Q1 		$19.9K Sell
489
-2,369
-83% -$98K ﹤0.01% 3657
2025
Q4 		$113K Buy
2,858
+1,205
+73% +$46.7K ﹤0.01% 2266
2025
Q3 		$64.9K Buy
1,653
+13
+0.8% +$507 ﹤0.01% 2301
2025
Q2 		$63.5K Buy
1,640
+17
+1% +$647 ﹤0.01% 2010
2025
Q1 		$66.6K Sell
1,623
-312
-16% -$12.7K ﹤0.01% 1750
2024
Q4 		$74.4K Buy
1,935
+498
+35% +$19.2K ﹤0.01% 1450
2024
Q3 		$55K Buy
1,437
+1,066
+287% +$42K ﹤0.01% 1590
2024
Q2 		$15.1K Buy
+371
New +$13.7K ﹤0.01% 1890

Other funds holding WES

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
SA
SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

Farther Finance Advisors's WES Position: Q2 2026 in Review

Farther Finance Advisors increased its Western Midstream Partners (WES) stake by 37% in Q2 2026, buying an estimated $7.8K and bringing the position to 670 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3682.

Farther Finance Advisors first reported a position in WES in Q2 2024 and has held it in 9 quarters since. The position peaked at $113K in Q4 2025. 55 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Farther Finance Advisors held 670 shares of Western Midstream Partners worth $29.3K as of Q2 2026.
  • Farther Finance Advisors bought 181 Western Midstream Partners shares in Q2 2026, an estimated $7.8K.
  • Western Midstream Partners made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3682 holding.
  • Farther Finance Advisors first reported a position in Western Midstream Partners in Q2 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's Western Midstream Partners position peaked at $113K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.