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

Larson 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
Q3 		$201K Buy
4,526
+3,368
+291% +$158K ﹤0.01% 943
2026
Q2 		$50.7K Buy
1,158
+367
+46% +$15.8K ﹤0.01% 1518
2026
Q1 		$32.6K Hold
791
– – ﹤0.01% 1590
2025
Q4 		$31.2K Sell
791
-612
-44% -$23.7K ﹤0.01% 1466
2025
Q3 		$55.1K Buy
+1,403
New +$54.8K ﹤0.01% 1120
2025
Q2 		– Sell
-5,200
Closed -$213K – 3513
2025
Q1 		$213K Hold
5,200
– – 0.01% 616
2024
Q4 		$200K Hold
5,200
– – 0.01% 564
2024
Q3 		$199K Buy
+5,200
New +$205K 0.01% 580
2023
Q4 		– Sell
-1,000
Closed -$27.2K – 1909
2023
Q3 		$27.2K Buy
+1,000
New +$27.1K ﹤0.01% 743

Other funds holding WES

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Larson Financial Group's WES Position: Q3 2026 in Review

Larson Financial Group increased its Western Midstream Partners (WES) stake by 291% in Q3 2026, buying an estimated $158K and bringing the position to 4,526 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Larson Financial Group first reported a position in WES in Q3 2023 and has held it in 9 quarters since. The position peaked at $213K in Q1 2025. 204 funds tracked by Wall St. Rank hold WES as of Q3 2026.

  • Larson Financial Group held 4,526 shares of Western Midstream Partners worth $201K as of Q3 2026.
  • Larson Financial Group bought 3,368 Western Midstream Partners shares in Q3 2026, an estimated $158K.
  • Western Midstream Partners made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #943 holding.
  • Larson Financial Group first reported a position in Western Midstream Partners in Q3 2023 and has held it in 9 quarters since.
  • Larson Financial Group's Western Midstream Partners position peaked at $213K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.