Obermeyer Wealth Partners
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Obermeyer Wealth Partners’s Western Midstream Partners WES Stock Holding History

Obermeyer Wealth Partners’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 		$355K Hold
8,000
– – 0.01% 222
2026
Q2 		$350K Hold
8,000
– – 0.01% 226
2026
Q1 		$329K Buy
+8,000
New +$331K 0.02% 229

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Ellsworth Advisors
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Spirit of America Management Corp
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ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Obermeyer Wealth Partners's WES Position: Q3 2026 in Review

Obermeyer Wealth Partners held its Western Midstream Partners (WES) position steady in Q3 2026 at 8,000 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #222.

Obermeyer Wealth Partners first reported a position in WES in Q1 2026 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold WES as of Q3 2026.

  • Obermeyer Wealth Partners held 8,000 shares of Western Midstream Partners worth $355K as of Q3 2026.
  • Obermeyer Wealth Partners left its Western Midstream Partners share count unchanged in Q3 2026.
  • Western Midstream Partners made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #222 holding.
  • Obermeyer Wealth Partners first reported a position in Western Midstream Partners in Q1 2026 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.