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

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return