Corient Private Wealth
HESM icon

Corient Private Wealth’s Hess Midstream HESM Stock Holding History

Corient Private Wealth’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
2025
Q4 		– Sell
-12,413
Closed -$429K – 2762
2025
Q3 		$429K Sell
12,413
-4,100
-25% -$163K ﹤0.01% 1890
2025
Q2 		$636K Buy
16,513
+6,889
+72% +$262K ﹤0.01% 1580
2025
Q1 		$407K Buy
9,624
+462
+5% +$18.8K ﹤0.01% 1698
2024
Q4 		$339K Buy
9,162
+5
+0.1% +$180 ﹤0.01% 1830
2024
Q3 		$323K Sell
9,157
-1,386
-13% -$50.8K ﹤0.01% 1983
2024
Q2 		$384K Sell
10,543
-185
-2% -$6.53K ﹤0.01% 1779
2024
Q1 		$388K Buy
10,728
+1,836
+21% +$62K ﹤0.01% 1761
2023
Q4 		$281K Sell
8,892
-216
-2% -$6.61K ﹤0.01% 1893
2023
Q3 		$265K Buy
+9,108
New +$275K ﹤0.01% 1801

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Corient Private Wealth's HESM Position: Q4 2025 in Review

Corient Private Wealth sold out of Hess Midstream (HESM) in Q4 2025, closing a stake of 12,413 shares — an estimated $429K sold.

Corient Private Wealth first reported a position in HESM in Q3 2023 and held it in 9 quarters. The position peaked at $636K in Q2 2025. 268 funds tracked by Wall St. Rank hold HESM as of Q4 2025.

  • Corient Private Wealth reported no remaining Hess Midstream position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 12,413 Hess Midstream shares in Q4 2025, an estimated $429K.
  • Corient Private Wealth first reported a position in Hess Midstream in Q3 2023 and held it in 9 quarters.
  • Corient Private Wealth's Hess Midstream position peaked at $636K in Q2 2025.
  • 268 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.