Quantum Financial Planning Services’s Western Midstream Partners WES Stock Holding History

Quantum Financial Planning Services’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	$350K	Hold	8,000	–	–	0.11%	40
2026 Q1	$329K	Hold	8,000	–	–	0.12%	38
2025 Q4	$316K	Hold	8,000	–	–	0.11%	39
2025 Q3	$314K	Hold	8,000	–	–	0.13%	35
2025 Q2	$310K	Buy	+8,000	New	+$304K	0.15%	34

Other funds holding WES

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

Quantum Financial Planning Services's WES Position: Q2 2026 in Review

Quantum Financial Planning Services held its Western Midstream Partners (WES) position steady in Q2 2026 at 8,000 shares worth $350K. The position accounts for 0.11% of the portfolio, ranked #40.

Quantum Financial Planning Services first reported a position in WES in Q2 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Quantum Financial Planning Services held 8,000 shares of Western Midstream Partners worth $350K as of Q2 2026.
Quantum Financial Planning Services left its Western Midstream Partners share count unchanged in Q2 2026.
Western Midstream Partners made up 0.11% of Quantum Financial Planning Services's portfolio in Q2 2026, its #40 holding.
Quantum Financial Planning Services first reported a position in Western Midstream Partners in Q2 2025 and has held it in 5 quarters since.
50 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.