CoreCap Advisors’s Hess Midstream HESM Stock Holding History

CoreCap Advisors’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	$11.3K	Hold	300	–	–	﹤0.01%	2025
2026 Q1	$11.7K	Hold	300	–	–	﹤0.01%	1900
2025 Q4	$10.3K	Hold	300	–	–	﹤0.01%	1943
2025 Q3	$10.4K	Hold	300	–	–	﹤0.01%	1920
2025 Q2	$11.6K	Hold	300	–	–	﹤0.01%	1814
2025 Q1	$12.7K	Hold	300	–	–	﹤0.01%	1715
2024 Q4	$11.1K	Buy	+300	New	+$10.8K	﹤0.01%	1733
2022 Q4	$18.9K	Buy	+632	New	+$18.1K	﹤0.01%	1324
2022 Q3	–	Sell	-632	Closed	-$18K	–	1171
2022 Q2	$18K	Buy	+632	New	+$19.5K	﹤0.01%	1277
2022 Q1	–	Sell	-632	Closed	-$17K	–	1179
2021 Q4	$17K	Buy	+632	New	+$16.4K	﹤0.01%	1376

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

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

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