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Strategic Investment Solutions’s Western Midstream Partners WES Stock Holding History

Strategic Investment Solutions’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 		– Sell
-20
Closed -$1.24K – 731
2026
Q1 		$1.24K Sell
20
-180
-90% -$7.44K ﹤0.01% 583
2025
Q4 		$7.9K Hold
200
– – ﹤0.01% 429
2025
Q3 		$7.86K Buy
+200
New +$7.81K ﹤0.01% 394

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
EA
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
ADMI
Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Strategic Investment Solutions's WES Position: Q2 2026 in Review

Strategic Investment Solutions sold out of Western Midstream Partners (WES) in Q2 2026, closing a stake of 20 shares — an estimated $1.24K sold.

Strategic Investment Solutions first reported a position in WES in Q3 2025 and held it in 3 quarters. The position peaked at $7.9K in Q4 2025. 65 funds tracked by Wall St. Rank hold WES as of Q2 2026.

  • Strategic Investment Solutions reported no remaining Western Midstream Partners position as of Q2 2026 after selling out during the quarter.
  • Strategic Investment Solutions sold 20 Western Midstream Partners shares in Q2 2026, an estimated $1.24K.
  • Strategic Investment Solutions first reported a position in Western Midstream Partners in Q3 2025 and held it in 3 quarters.
  • Strategic Investment Solutions's Western Midstream Partners position peaked at $7.9K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.