Howard Financial Services’s Western Midstream Partners WES Stock Holding History

Howard Financial Services’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	$499K	Buy	11,401 +222	+2%	+$9.56K	0.05%	149
2026 Q1	$460K	Buy	11,179 +232	+2%	+$9.59K	0.05%	136
2025 Q4	$432K	Buy	10,947 +249	+2%	+$9.65K	0.05%	122
2025 Q3	$420K	Sell	10,698 -253	-2%	-$9.88K	0.05%	122
2025 Q2	$424K	Buy	10,951 +736	+7%	+$28K	0.06%	117
2025 Q1	$418K	Buy	10,215 +215	+2%	+$8.76K	0.06%	116
2024 Q4	$384K	Buy	+10,000	New	+$386K	0.05%	122

Other funds holding WES

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return