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Avion Wealth’s Hess Midstream HESM Stock Holding History

Avion Wealth’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
2025
Q2 		– Sell
-100
Closed -$3K – 1352
2025
Q1 		$3K Hold
100
– – ﹤0.01% 639
2024
Q4 		$3K Hold
100
– – ﹤0.01% 637
2024
Q3 		$3K Hold
100
– – ﹤0.01% 611
2024
Q2 		$3K Sell
100
-2,900
-97% -$102K ﹤0.01% 559
2024
Q1 		$109K Buy
+3,000
New +$101K 0.03% 111
2023
Q4 		– Sell
-2,500
Closed -$72K – 1189
2023
Q3 		$72K Buy
2,500
+1,000
+67% +$30.2K 0.02% 126
2023
Q2 		$46K Buy
+1,500
New +$43.3K 0.01% 167

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Avion Wealth's HESM Position: Q2 2025 in Review

Avion Wealth sold out of Hess Midstream (HESM) in Q2 2025, closing a stake of 100 shares — an estimated $3K sold.

Avion Wealth first reported a position in HESM in Q2 2023 and held it in 7 quarters. The position peaked at $109K in Q1 2024. 273 funds tracked by Wall St. Rank hold HESM as of Q2 2025.

  • Avion Wealth reported no remaining Hess Midstream position as of Q2 2025 after selling out during the quarter.
  • Avion Wealth sold 100 Hess Midstream shares in Q2 2025, an estimated $3K.
  • Avion Wealth first reported a position in Hess Midstream in Q2 2023 and held it in 7 quarters.
  • Avion Wealth's Hess Midstream position peaked at $109K in Q1 2024.
  • 273 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.