West Financial Advisors’s Western Midstream Partners WES Stock Holding History

West Financial 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 Q2	$5.23K	Buy	119 +2	+2%	+$86	﹤0.01%	152
2026 Q1	$4.82K	Buy	117 +2	+2%	+$83	﹤0.01%	148
2025 Q4	$4.53K	Buy	115 +3	+3%	+$116	﹤0.01%	176
2025 Q3	$4.41K	Buy	112 +2	+2%	+$78	﹤0.01%	151
2025 Q2	$4.24K	Buy	110 +3	+3%	+$114	﹤0.01%	167
2025 Q1	$4.38K	Buy	107 +2	+2%	+$81	﹤0.01%	163
2024 Q4	$4.03K	Buy	105 +3	+3%	+$116	﹤0.01%	166
2024 Q3	$3.92K	Buy	102 +2	+2%	+$79	﹤0.01%	164
2024 Q2	$3.97K	Buy	+100	New	+$3.68K	﹤0.01%	136

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

West Financial Advisors's WES Position: Q2 2026 in Review

West Financial Advisors increased its Western Midstream Partners (WES) stake by 1.7% in Q2 2026, buying an estimated $86 and bringing the position to 119 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

West Financial Advisors first reported a position in WES in Q2 2024 and has held it in 9 quarters since. 59 funds tracked by Wall St. Rank hold WES as of Q2 2026.

West Financial Advisors held 119 shares of Western Midstream Partners worth $5.23K as of Q2 2026.
West Financial Advisors bought 2 Western Midstream Partners shares in Q2 2026, an estimated $86.
Western Midstream Partners made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #152 holding.
West Financial Advisors first reported a position in Western Midstream Partners in Q2 2024 and has held it in 9 quarters since.
59 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.