Rothwell Investment Advisors, LLC’s Hess Midstream HESM Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio HESM Stock Details HESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$38.5K	Buy	+1,029	New	+$40.8K	0.02%	474

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Rothwell Investment Advisors, LLC's HESM Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Hess Midstream (HESM) in Q3 2026: 1,029 shares worth $38.5K. The stake represents 0.02% of the portfolio and ranks #474 among its holdings.

107 funds tracked by Wall St. Rank hold HESM as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,029 shares of Hess Midstream worth $38.5K as of Q3 2026.
Hess Midstream was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Hess Midstream made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #474 holding.
107 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.