Planning Strategies Inc.’s Western Midstream Partners WES Stock Holding History

Planning Strategies Inc.’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	$138K	Buy	+3,163	New	+$136K	0.09%	89

Other funds holding WES

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

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Heronetta Management New York $109M AUM 18.09% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Planning Strategies Inc.'s WES Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Western Midstream Partners (WES) in Q2 2026: 3,163 shares worth $138K. The stake represents 0.09% of the portfolio and ranks #89 among its holdings.

115 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Planning Strategies Inc. held 3,163 shares of Western Midstream Partners worth $138K as of Q2 2026.
Western Midstream Partners was a new Planning Strategies Inc. position in Q2 2026.
Western Midstream Partners made up 0.09% of Planning Strategies Inc.'s portfolio in Q2 2026, its #89 holding.
115 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.