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

Fiduciary 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
Q2 		$483K Buy
11,042
+361
+3% +$15.5K 0.05% 200
2026
Q1 		$440K Sell
10,681
-60
-0.6% -$2.48K 0.06% 202
2025
Q4 		$424K Buy
10,741
+2,246
+26% +$87K 0.06% 195
2025
Q3 		$334K Buy
+8,495
New +$332K 0.05% 233

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

Fiduciary Financial Group's WES Position: Q2 2026 in Review

Fiduciary Financial Group increased its Western Midstream Partners (WES) stake by 3.4% in Q2 2026, buying an estimated $15.5K and bringing the position to 11,042 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #200.

Fiduciary Financial Group first reported a position in WES in Q3 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Fiduciary Financial Group held 11,042 shares of Western Midstream Partners worth $483K as of Q2 2026.
  • Fiduciary Financial Group bought 361 Western Midstream Partners shares in Q2 2026, an estimated $15.5K.
  • Western Midstream Partners made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #200 holding.
  • Fiduciary Financial Group first reported a position in Western Midstream Partners in Q3 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.