Chickasaw Capital Management’s Hess Midstream HESM Stock Holding History

Chickasaw Capital Management’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	$451K	Sell	12,000 -11,455	-49%	-$440K	0.02%	71
2026 Q1	$912K	Sell	23,455 -101,089	-81%	-$3.75M	0.03%	58
2025 Q4	$4.3M	Buy	124,544 +5,881	+5%	+$198K	0.18%	34
2025 Q3	$4.1M	Hold	118,663	–	–	0.17%	34
2025 Q2	$4.57M	Buy	118,663 +31,663	+36%	+$1.21M	0.18%	32
2025 Q1	$3.68M	Buy	87,000 +78,000	+867%	+$3.18M	0.14%	30
2024 Q4	$333K	Sell	9,000 -1,000	-10%	-$36K	0.01%	76
2024 Q3	$353K	Hold	10,000	–	–	0.02%	76
2024 Q2	$364K	Hold	10,000	–	–	0.02%	74
2024 Q1	$361K	Sell	10,000 -1,000	-9%	-$33.8K	0.02%	75
2023 Q4	$348K	Buy	+11,000	New	+$337K	0.02%	74

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

Chickasaw Capital Management's HESM Position: Q2 2026 in Review

Chickasaw Capital Management reduced its Hess Midstream (HESM) stake by 49% in Q2 2026, selling an estimated $440K and leaving 12,000 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #71.

Chickasaw Capital Management first reported a position in HESM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.57M in Q2 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

Chickasaw Capital Management held 12,000 shares of Hess Midstream worth $451K as of Q2 2026.
Chickasaw Capital Management sold 11,455 Hess Midstream shares in Q2 2026, an estimated $440K.
Hess Midstream made up 0.02% of Chickasaw Capital Management's portfolio in Q2 2026, its #71 holding.
Chickasaw Capital Management first reported a position in Hess Midstream in Q4 2023 and has held it in 11 quarters since.
Chickasaw Capital Management's Hess Midstream position peaked at $4.57M in Q2 2025.
285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Chickasaw Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.