CFM Wealth Partners’s Hess Midstream HESM Stock Holding History

CFM Wealth Partners’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 Q2	$1.59M	Hold	42,260	–	–	0.2%	71
2026 Q1	$1.64M	Hold	42,260	–	–	0.25%	64
2025 Q4	$1.46M	Hold	42,260	–	–	0.21%	63
2025 Q3	$1.46M	Hold	42,260	–	–	0.21%	62
2025 Q2	$1.63M	Hold	42,260	–	–	0.26%	63
2025 Q1	$1.79M	Hold	42,260	–	–	0.32%	60
2024 Q4	$1.56M	Hold	42,260	–	–	0.26%	65
2024 Q3	$1.49M	Hold	42,260	–	–	0.26%	63
2024 Q2	$1.54M	Buy	42,260 +6,998	+20%	+$247K	0.28%	68
2024 Q1	$1.27M	Buy	35,262 +9,093	+35%	+$307K	0.26%	70
2023 Q4	$828K	Hold	26,169	–	–	0.19%	85
2023 Q3	$762K	Buy	26,169 +870	+3%	+$26.2K	0.2%	81
2023 Q2	$776K	Hold	25,299	–	–	0.19%	87
2023 Q1	$732K	Hold	25,299	–	–	0.2%	86
2022 Q4	$757K	Hold	25,299	–	–	0.23%	85
2022 Q3	$646K	Hold	25,299	–	–	0.21%	89
2022 Q2	$708K	Hold	25,299	–	–	0.21%	90
2022 Q1	$759K	Hold	25,299	–	–	0.18%	93
2021 Q4	$707K	Hold	25,299	–	–	0.16%	99
2021 Q3	$714K	Buy	+25,299	New	+$641K	0.18%	91

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CFM Wealth Partners's HESM Position: Q2 2026 in Review

CFM Wealth Partners held its Hess Midstream (HESM) position steady in Q2 2026 at 42,260 shares worth $1.59M. The position accounts for 0.2% of the portfolio, ranked #71.

CFM Wealth Partners first reported a position in HESM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.79M in Q1 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

CFM Wealth Partners held 42,260 shares of Hess Midstream worth $1.59M as of Q2 2026.
CFM Wealth Partners left its Hess Midstream share count unchanged in Q2 2026.
Hess Midstream made up 0.2% of CFM Wealth Partners's portfolio in Q2 2026, its #71 holding.
CFM Wealth Partners first reported a position in Hess Midstream in Q3 2021 and has held it in 20 quarters since.
CFM Wealth Partners's Hess Midstream position peaked at $1.79M in Q1 2025.
285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.