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Penbrook Management’s Western Midstream Partners WES Stock Holding History

Penbrook Management’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 		$705K Hold
15,900
– – 0.42% 54
2026
Q2 		$696K Hold
15,900
– – 0.44% 58
2026
Q1 		$655K Hold
15,900
– – 0.5% 52
2025
Q4 		$628K Buy
15,900
+1,300
+9% +$50.4K 0.43% 53
2025
Q3 		$574K Buy
14,600
+3,000
+26% +$117K 0.4% 53
2025
Q2 		$449K Hold
11,600
– – 0.34% 59
2025
Q1 		$475K Buy
11,600
+5,200
+81% +$212K 0.36% 61
2024
Q4 		$246K Buy
+6,400
New +$247K 0.17% 91

Other funds holding WES

Chickasaw Capital Management
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
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 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 33.52% 1-Year Est. Return
KA
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

Penbrook Management's WES Position: Q3 2026 in Review

Penbrook Management held its Western Midstream Partners (WES) position steady in Q3 2026 at 15,900 shares worth $705K. The position accounts for 0.42% of the portfolio, ranked #54.

Penbrook Management first reported a position in WES in Q4 2024 and has held it in 8 quarters since. 51 funds tracked by Wall St. Rank hold WES as of Q3 2026.

  • Penbrook Management held 15,900 shares of Western Midstream Partners worth $705K as of Q3 2026.
  • Penbrook Management left its Western Midstream Partners share count unchanged in Q3 2026.
  • Western Midstream Partners made up 0.42% of Penbrook Management's portfolio in Q3 2026, its #54 holding.
  • Penbrook Management first reported a position in Western Midstream Partners in Q4 2024 and has held it in 8 quarters since.
  • 51 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Penbrook Management's 13F filing for Q3 2026, filed 16 Oct 2026.