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

Magnus 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 		$291K Buy
6,651
+834
+14% +$35.9K 0.02% 315
2026
Q1 		$239K Buy
+5,817
New +$241K 0.02% 330

Other funds holding WES

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

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

Magnus Financial Group increased its Western Midstream Partners (WES) stake by 14% in Q2 2026, buying an estimated $35.9K and bringing the position to 6,651 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #315.

Magnus Financial Group first reported a position in WES in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Magnus Financial Group held 6,651 shares of Western Midstream Partners worth $291K as of Q2 2026.
  • Magnus Financial Group bought 834 Western Midstream Partners shares in Q2 2026, an estimated $35.9K.
  • Western Midstream Partners made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #315 holding.
  • Magnus Financial Group first reported a position in Western Midstream Partners in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.