COMPASS FINANCIAL MANAGEMENT LLC’s Hess Midstream HESM Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$14K	Buy	+348	New	+$13.4K	﹤0.01%	979

Other funds holding HESM

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

Bank of New York Mellon New York $609B AUM 40.19% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's HESM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Hess Midstream (HESM) in Q2 2026: 348 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #979 among its holdings.

189 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 348 shares of Hess Midstream worth $14K as of Q2 2026.
Hess Midstream was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Hess Midstream made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #979 holding.
189 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.