Quantum Financial Planning Services, Inc.
Position in WES — Western Midstream Partners, LP
CIK 2050169
SPOKANE, WA
Position in WES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$350,080
+$20,720 QoQ
Shares Held
8,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#227
of 369 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Quantum Financial Planning Services, Inc. holds $839,040 across 3 Oil & Gas Midstream names. WES ranks #1 (41.7% of the industry book) .
All Filings in WES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,080 | 8,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $329,360 | 8,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $316,000 | 8,000 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $314,320 | 8,000 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $309,600 | 8,000 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||