WES — Western Midstream Partners L Institutional Holders · Q3 2026
Who owns Western Midstream Partners L (WES)? 18 institutions reported holding $264.45M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Chickasaw Capital Management LLC ($242.5M), Adams Asset Advisors, LLC ($18.1M), Venture Visionary Partners LLC ($760,571).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CHICKASAW CAPITAL MANAGEMENT LLC | $242.5M | 5.5M | Trimmed |
| 2 | Adams Asset Advisors, LLC | $18.1M | 408,023 | Added |
| 3 | Venture Visionary Partners LLC | $760,571 | 17,141 | Added |
| 4 | Kaizen Financial Strategies | $590,940 | 13,318 | Added |
| 5 | Everhart Financial Group, Inc. | $481,548 | 10,853 | New |
| 6 | Avidian Wealth Enterprises, LLC | $436,171 | 9,830 | Trimmed |
| 7 | Cadent Capital Advisors, LLC | $398,817 | 8,988 | Added |
| 8 | MOODY NATIONAL BANK TRUST DIVISION | $334,860 | 7,547 | Hold |
| 9 | Hickory Point Bank & Trust | $281,750 | 6,350 | Hold |
| 10 | AMERICAN NATIONAL BANK & TRUST | $208,228 | 4,693 | Hold |
| 11 | Planning Strategies Inc. | $141,932 | 3,199 | Added |
| 12 | TOTH FINANCIAL ADVISORY CORP | $81,419 | 1,835 | Hold |
| 13 | Farther Finance Advisors, LLC | $40,998 | 924 | Added |
| 14 | ARMSTRONG ADVISORY GROUP, INC | $31,059 | 700 | Hold |
| 15 | GAMMA Investing LLC | $15,574 | 351 | Hold |
| 16 | GILPIN WEALTH MANAGEMENT, LLC | $8,874 | 200 | Hold |
| 17 | GK Wealth Management LLC | $4,437 | 100 | New |
| 18 | CoreCap Advisors, LLC | $1,331 | 30 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30