Novem Group’s Western Midstream Partners WES Stock Holding History

Novem 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	$747K	Buy	16,825 +982	+6%	+$46.2K	0.07%	228
2026 Q2	$693K	Buy	15,843 +300	+2%	+$12.9K	0.07%	235
2026 Q1	$640K	Buy	15,543 +249	+2%	+$10.3K	0.07%	239
2025 Q4	$604K	Sell	15,294 -2,981	-16%	-$116K	0.07%	239
2025 Q3	$718K	Buy	18,275 +52	+0.3%	+$2.03K	0.08%	222
2025 Q2	$705K	Buy	18,223 +82	+0.5%	+$3.12K	0.09%	215
2025 Q1	$743K	Buy	18,141 +45	+0.2%	+$1.83K	0.1%	182
2024 Q4	$695K	Buy	+18,096	New	+$698K	0.1%	185

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

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 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 25.22% 1-Year Est. Return

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

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 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 33.51% 1-Year Est. Return

Novem Group's WES Position: Q3 2026 in Review

Novem Group increased its Western Midstream Partners (WES) stake by 6.2% in Q3 2026, buying an estimated $46.2K and bringing the position to 16,825 shares worth $747K. The position accounts for 0.07% of the portfolio, ranked #228.

Novem Group first reported a position in WES in Q4 2024 and has held it in 8 quarters since. 71 funds tracked by Wall St. Rank hold WES as of Q3 2026.

Novem Group held 16,825 shares of Western Midstream Partners worth $747K as of Q3 2026.
Novem Group bought 982 Western Midstream Partners shares in Q3 2026, an estimated $46.2K.
Western Midstream Partners made up 0.07% of Novem Group's portfolio in Q3 2026, its #228 holding.
Novem Group first reported a position in Western Midstream Partners in Q4 2024 and has held it in 8 quarters since.
71 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.