Simon Quick Advisors
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Simon Quick Advisors’s Western Midstream Partners WES Stock Holding History

Simon Quick Advisors’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 		$772K Hold
17,400
– – 0.03% 237
2026
Q2 		$761K Hold
17,400
– – 0.03% 225
2026
Q1 		$716K Hold
17,400
– – 0.03% 211
2025
Q4 		$687K Buy
+17,400
New +$674K 0.03% 224
2017
Q4 		– Sell
-650
Closed -$27K – 593
2017
Q3 		$27K Buy
+650
New +$26.6K 0.01% 338

Other funds holding WES

Chickasaw Capital Management
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Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 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
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Thrive Capital Management (Pennsylvania)
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 7.82% 1-Year Est. Return
Spirit of America Management Corp
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Simon Quick Advisors's WES Position: Q3 2026 in Review

Simon Quick Advisors held its Western Midstream Partners (WES) position steady in Q3 2026 at 17,400 shares worth $772K. The position accounts for 0.03% of the portfolio, ranked #237.

Simon Quick Advisors first reported a position in WES in Q3 2017 and has held it in 5 quarters since. 91 funds tracked by Wall St. Rank hold WES as of Q3 2026.

  • Simon Quick Advisors held 17,400 shares of Western Midstream Partners worth $772K as of Q3 2026.
  • Simon Quick Advisors left its Western Midstream Partners share count unchanged in Q3 2026.
  • Western Midstream Partners made up 0.03% of Simon Quick Advisors's portfolio in Q3 2026, its #237 holding.
  • Simon Quick Advisors first reported a position in Western Midstream Partners in Q3 2017 and has held it in 5 quarters since.
  • 91 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.