Compass Wealth Management’s Hess Midstream HESM Stock Holding History

Compass Wealth 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 Q3	$187K	Buy	+5,000	New	+$198K	0.04%	174

Other funds holding HESM

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Argyle Capital Partners Los Angeles, California $162M AUM 17.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Compass Wealth Management's HESM Position: Q3 2026 in Review

Compass Wealth Management opened a new position in Hess Midstream (HESM) in Q3 2026: 5,000 shares worth $187K. The stake represents 0.04% of the portfolio and ranks #174 among its holdings.

36 funds tracked by Wall St. Rank hold HESM as of Q3 2026.

Compass Wealth Management held 5,000 shares of Hess Midstream worth $187K as of Q3 2026.
Hess Midstream was a new Compass Wealth Management position in Q3 2026.
Hess Midstream made up 0.04% of Compass Wealth Management's portfolio in Q3 2026, its #174 holding.
36 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.