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Gilpin Wealth Management’s Western Midstream Partners WES Stock Holding History

Gilpin Wealth Management’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 		$8.87K Hold
200
– – 0.01% 357
2026
Q2 		$8.75K Buy
+200
New +$8.61K 0.01% 327

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

Gilpin Wealth Management's WES Position: Q3 2026 in Review

Gilpin Wealth Management held its Western Midstream Partners (WES) position steady in Q3 2026 at 200 shares worth $8.87K. The position accounts for 0.01% of the portfolio, ranked #357.

Gilpin Wealth Management first reported a position in WES in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold WES as of Q3 2026.

  • Gilpin Wealth Management held 200 shares of Western Midstream Partners worth $8.87K as of Q3 2026.
  • Gilpin Wealth Management left its Western Midstream Partners share count unchanged in Q3 2026.
  • Western Midstream Partners made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #357 holding.
  • Gilpin Wealth Management first reported a position in Western Midstream Partners in Q2 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.