Mather Group’s Western Midstream Partners WES Stock Holding History

Mather 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	$24.2K	Sell	546 -364	-40%	-$17.1K	﹤0.01%	1385
2026 Q2	$39.8K	Hold	910	–	–	﹤0.01%	1159
2026 Q1	$37.5K	Buy	+910	New	+$37.6K	﹤0.01%	1122
2025 Q4	–	Sell	-1,249	Closed	-$49.1K	–	1643
2025 Q3	$49.1K	Buy	+1,249	New	+$48.8K	﹤0.01%	907
2025 Q2	–	Sell	-1,249	Closed	-$51.2K	–	1712
2025 Q1	$51.2K	Sell	1,249 -873	-41%	-$35.6K	﹤0.01%	889
2024 Q4	$81.5K	Hold	2,122	–	–	﹤0.01%	777
2024 Q3	$81.2K	Buy	2,122 +4	+0.2%	+$158	﹤0.01%	781
2024 Q2	$75.3K	Sell	2,118 -191	-8%	-$7.03K	﹤0.01%	891
2024 Q1	$67.6K	Buy	+2,309	New	+$71.7K	﹤0.01%	806

Other funds holding WES

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

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Mather Group's WES Position: Q3 2026 in Review

Mather Group reduced its Western Midstream Partners (WES) stake by 40% in Q3 2026, selling an estimated $17.1K and leaving 546 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Mather Group first reported a position in WES in Q1 2024 and has held it in 9 quarters since. The position peaked at $81.5K in Q4 2024. 55 funds tracked by Wall St. Rank hold WES as of Q3 2026.

Mather Group held 546 shares of Western Midstream Partners worth $24.2K as of Q3 2026.
Mather Group sold 364 Western Midstream Partners shares in Q3 2026, an estimated $17.1K.
Western Midstream Partners made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1385 holding.
Mather Group first reported a position in Western Midstream Partners in Q1 2024 and has held it in 9 quarters since.
Mather Group's Western Midstream Partners position peaked at $81.5K in Q4 2024.
55 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.