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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
Q3 		$41K Buy
924
+254
+38% +$11.9K ﹤0.01% 3586
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 $2.79B AUM 24.88% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Farther Finance Advisors's WES Position: Q3 2026 in Review

Farther Finance Advisors increased its Western Midstream Partners (WES) stake by 38% in Q3 2026, buying an estimated $11.9K and bringing the position to 924 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #3586.

Farther Finance Advisors first reported a position in WES in Q2 2024 and has held it in 10 quarters since. The position peaked at $113K in Q4 2025. 20 funds tracked by Wall St. Rank hold WES as of Q3 2026.

  • Farther Finance Advisors held 924 shares of Western Midstream Partners worth $41K as of Q3 2026.
  • Farther Finance Advisors bought 254 Western Midstream Partners shares in Q3 2026, an estimated $11.9K.
  • Western Midstream Partners made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3586 holding.
  • Farther Finance Advisors first reported a position in Western Midstream Partners in Q2 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's Western Midstream Partners position peaked at $113K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

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