Toth Financial Advisory
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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
Q3 		$81.4K Hold
1,835
– – 0.01% 324
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

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
Spirit of America Management Corp
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 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 33.51% 1-Year Est. Return
Kercheville Advisors
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

Toth Financial Advisory's WES Position: Q3 2026 in Review

Toth Financial Advisory held its Western Midstream Partners (WES) position steady in Q3 2026 at 1,835 shares worth $81.4K. The position accounts for 0.01% of the portfolio, ranked #324.

Toth Financial Advisory first reported a position in WES in Q4 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold WES as of Q3 2026.

  • Toth Financial Advisory held 1,835 shares of Western Midstream Partners worth $81.4K as of Q3 2026.
  • Toth Financial Advisory left its Western Midstream Partners share count unchanged in Q3 2026.
  • Western Midstream Partners made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #324 holding.
  • Toth Financial Advisory first reported a position in Western Midstream Partners in Q4 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.