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 Q3	$11.2K	Hold	300	–	–	﹤0.01%	2022
2026 Q2	$11.3K	Hold	300	–	–	﹤0.01%	2025
2026 Q1	$11.7K	Hold	300	–	–	﹤0.01%	1900
2025 Q4	$10.4K	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

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

CoreCap Advisors's HESM Position: Q3 2026 in Review

CoreCap Advisors held its Hess Midstream (HESM) position steady in Q3 2026 at 300 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

CoreCap Advisors first reported a position in HESM in Q4 2021 and has held it in 11 quarters since. The position peaked at $18.9K in Q4 2022. 36 funds tracked by Wall St. Rank hold HESM as of Q3 2026.

CoreCap Advisors held 300 shares of Hess Midstream worth $11.2K as of Q3 2026.
CoreCap Advisors left its Hess Midstream share count unchanged in Q3 2026.
Hess Midstream made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2022 holding.
CoreCap Advisors first reported a position in Hess Midstream in Q4 2021 and has held it in 11 quarters since.
CoreCap Advisors's Hess Midstream position peaked at $18.9K in Q4 2022.
36 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.