Toth Financial Advisory’s Western Midstream Partners WES Stock Holding History

Toth Financial Advisory’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	$80.3K	Buy	1,835 +1,242	+209%	+$53.5K	0.01%	320
2026 Q1	$24.4K	Hold	593	–	–	﹤0.01%	463
2025 Q4	$23.4K	Buy	+593	New	+$23K	﹤0.01%	463

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Toth Financial Advisory's WES Position: Q2 2026 in Review

Toth Financial Advisory increased its Western Midstream Partners (WES) stake by 209% in Q2 2026, buying an estimated $53.5K and bringing the position to 1,835 shares worth $80.3K. The position accounts for 0.01% of the portfolio, ranked #320.

Toth Financial Advisory first reported a position in WES in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Toth Financial Advisory held 1,835 shares of Western Midstream Partners worth $80.3K as of Q2 2026.
Toth Financial Advisory bought 1,242 Western Midstream Partners shares in Q2 2026, an estimated $53.5K.
Western Midstream Partners made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #320 holding.
Toth Financial Advisory first reported a position in Western Midstream Partners in Q4 2025 and has held it in 3 quarters since.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.