Western Midstream Partners, LP (WES) — Institutional Holders, Q2 2026 (page 4)
371 institutional investment managers reported a WES position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $7.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 371. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WES 13F holders ranked 301–371 of 371
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | TOTH FINANCIAL ADVISORY#301 · 1,835 sh | 1,835 | $80.3K | — | +209.4% |
| 302 | EverSource Wealth Advisors#302 · 1,800 sh | 1,800 | $78.8K | <0.01% | +105.5% |
| 303 | CREATIVE FINANCIAL DESIGNS#303 · 1,759 sh | 1,759 | $77.0K | <0.01% | 0.0% |
| 304 | FARMERS & MERCHANTS INVESTMENTS#304 · 1,566 sh | 1,566 | $68.5K | — | 0.0% |
| 305 | BOKF, NA#305 · 1,333 sh | 1,333 | $58.3K | <0.01% | -33.4% |
| 306 | SouthState Bank#306 · 1,251 sh | 1,251 | $54.7K | <0.01% | 0.0% |
| 307 | Larson Financial Group#307 · 1,158 sh | 1,158 | $50.7K | <0.01% | +46.4% |
| 308 | Sankala Group#308 · 1,000 sh | 1,000 | $49.7K | 0.03% | New |
| 309 | HM PAYSON#309 · 1,121 sh | 1,121 | $49.1K | <0.01% | -11.8% |
| 310 | CARY STREET PARTNERS FINANCIAL#310 · 1,017 sh | 1,017 | $44.5K | <0.01% | 0.0% |
| 311 | MTM Investment Management#311 · 1,000 sh | 1,000 | $43.8K | 0.01% | 0.0% |
| 312 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#312 · 1,012 sh | 1,012 | $43.6K | <0.01% | 0.0% |
| 313 | Institute for Wealth Management#313 · 959 sh | 959 | $42.0K | <0.01% | New |
| 314 | Allworth Financial#314 · 954 sh | 954 | $41.8K | <0.01% | -8.3% |
| 315 | Continuum Advisory#315 · 945 sh | 945 | $41.4K | <0.01% | New |
| 316 | MATHER GROUP#316 · 910 sh | 910 | $39.8K | — | 0.0% |
| 317 | Financial Network Wealth Advisors#317 · 832 sh | 832 | $36.4K | 0.04% | +1.6% |
| 318 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#318 · 814 sh | 814 | $35.6K | 0.00% | 0.0% |
| 319 | WHITTIER#319 · 808 sh | 808 | $35.3K | <0.01% | -17.2% |
| 320 | NBC SECURITIES#320 · 798 sh | 798 | $34.9K | — | -8.6% |
| 321 | ROTHSCHILD INVESTMENT#321 · 793 sh | 793 | $34.7K | <0.01% | 0.0% |
| 322 | ARMSTRONG ADVISORY GROUP#322 · 700 sh | 700 | $30.6K | — | 0.0% |
| 323 | Glen Eagle Advisors#323 · 693 sh | 693 | $30.3K | <0.01% | 0.0% |
| 324 | Farther Finance Advisors#324 · 670 sh | 670 | $29.3K | — | +37.0% |
| 325 | Westside Investment Management#325 · 647 sh | 647 | $28.3K | <0.01% | 0.0% |
| 326 | Founders Capital Management#326 · 600 sh | 600 | $26.3K | — | +50.0% |
| 327 | Avion Wealth#327 · 600 sh | 600 | $26.0K | <0.01% | 0.0% |
| 328 | Truvestments Capital#328 · 585 sh | 585 | $25.6K | <0.01% | 0.0% |
| 329 | Capital Analysts#329 · 578 sh | 578 | $25.0K | <0.01% | +2.1% |
| 330 | Russell Investments Group, Ltd.#330 · 478 sh | 478 | $20.9K | 0.00% | +52.2% |
| 331 | Axiom Investment Management#331 · 450 sh | 450 | $19.7K | 0.01% | 0.0% |
| 332 | State of Alaska, Department of Revenue#332 · 447 sh | 447 | $19.0K | — | 0.0% |
| 333 | ASSETMARK#333 · 422 sh | 422 | $18.5K | — | +6.8% |
| 334 | Princeton Global Asset Management#334 · 400 sh | 400 | $17.5K | — | 0.0% |
| 335 | Heritage Wealth Advisors#335 · 375 sh | 375 | $16.4K | <0.01% | 0.0% |
| 336 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#336 · 358 sh | 358 | $15.7K | 0.00% | 0.0% |
| 337 | GAMMA Investing#337 · 351 sh | 351 | $15.4K | — | -8.6% |
| 338 | MCDONALD PARTNERS#338 · 313 sh | 313 | $13.7K | <0.01% | New |
| 339 | HANTZ FINANCIAL SERVICES#339 · 295 sh | 295 | $13.0K | <0.01% | New |
| 340 | Asset Dedication#340 · 280 sh | 280 | $12.3K | <0.01% | +40.0% |
| 341 | WHITTIER OF NEVADA#341 · 248 sh | 248 | $11.1K | <0.01% | -99.2% |
| 342 | Vermillion Wealth Management#342 · 246 sh | 246 | $10.8K | — | 0.0% |
| 343 | Caldwell#343 · 225 sh | 225 | $9.8K | <0.01% | New |
| 344 | Allied Private Wealth#344 · 213 sh | 213 | $9.7K | <0.01% | — |
| 345 | Osbon Capital Management#345 · 218 sh | 218 | $9.5K | <0.01% | New |
| 346 | GILPIN WEALTH MANAGEMENT#346 · 200 sh | 200 | $8.8K | — | New |
| 347 | Aventura Private Wealth#347 · 200 sh | 200 | $8.8K | <0.01% | 0.0% |
| 348 | TD Waterhouse Canada#348 · 200 sh | 200 | $8.6K | — | 0.0% |
| 349 | Keating Financial Advisory Services#349 · 191 sh | 191 | $8.4K | <0.01% | 0.0% |
| 350 | FIRST HORIZON NATIONAL#350 · 176 sh | 176 | $7.7K | — | -60.6% |
| 351 | HHM Wealth Advisors#351 · 150 sh | 150 | $6.6K | <0.01% | New |
| 352 | Bogart Wealth#352 · 150 sh | 150 | $6.5K | <0.01% | -41.2% |
| 353 | Optiver Holding B.V.#353 · 147 sh | 147 | $6.4K | 0.00% | 0.0% |
| 354 | CALDWELL SUTTER CAPITAL#354 · 130 sh | 130 | $5.7K | <0.01% | 0.0% |
| 355 | West Financial Advisors#355 · 119 sh | 119 | $5.2K | — | +1.7% |
| 356 | Abound Wealth Management#356 · 118 sh | 118 | $5.2K | — | 0.0% |
| 357 | Basepoint Wealth#357 · 114 sh | 114 | $5.0K | <0.01% | +1.8% |
| 358 | Silver Grove Financial Group#358 · 113 sh | 113 | $4.9K | <0.01% | +82.3% |
| 359 | Providence Capital Advisors#359 · 109 sh | 109 | $4.8K | <0.01% | New |
| 360 | Markowski Investments#360 · 86 sh | 86 | $3.8K | <0.01% | — |
| 361 | SHP Wealth Management#361 · 75 sh | 75 | $3.3K | <0.01% | New |
| 362 | BESSEMER GROUP#362 · 65 sh | 65 | $3.0K | 0.00% | 0.0% |
| 363 | Luminist Capital#363 · 61 sh | 61 | $2.7K | <0.01% | New |
| 364 | Capital Advisors, Ltd.#364 · 47 sh | 47 | $2.0K | <0.01% | 0.0% |
| 365 | WOLFF WIESE MAGANA#365 · 36 sh | 36 | $1.6K | — | 0.0% |
| 366 | CoreCap Advisors#366 · 30 sh | 30 | $1.3K | — | 0.0% |
| 367 | Rialto Wealth Management#367 · 14 sh | 14 | $613.00 | <0.01% | 0.0% |
| 368 | Tower Research Capital (TRC)#368 · 12 sh | 12 | $525.00 | 0.00% | -93.5% |
| 369 | Westend Capital Management#369 · 2 sh | 2 | $107.00 | 0.00% | 0.0% |
| 370 | VESTOR CAPITAL#370 · 807 sh | 807 | — | — | New |
| 371 | Elequin Securities#371 · 1,039 sh | 1,039 | — | — | +23.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.