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Independent Financial Group’s Hess Midstream HESM Stock Holding History

Independent Financial Group’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 		$348K Sell
9,266
-995
-10% -$38.2K 0.01% 1160
2026
Q1 		$399K Buy
10,261
+4
+0% +$148 0.01% 1034
2025
Q4 		$354K Buy
10,257
+356
+4% +$12K 0.01% 1069
2025
Q3 		$342K Sell
9,901
-1,000
-9% -$39.7K 0.01% 1026
2025
Q2 		$420K Buy
10,901
+5,000
+85% +$190K 0.01% 851
2025
Q1 		$250K Sell
5,901
-2,300
-28% -$93.8K 0.01% 1012
2024
Q4 		$304K Buy
8,201
+1,901
+30% +$68.4K 0.01% 897
2024
Q3 		$222K Buy
+6,300
New +$231K 0.01% 1009
2024
Q2 		– Sell
-5,539
Closed -$200K – 1116
2024
Q1 		$200K Sell
5,539
-1,861
-25% -$62.9K 0.01% 956
2023
Q4 		$234K Sell
7,400
-2,000
-21% -$61.2K 0.01% 834
2023
Q3 		$274K Hold
9,400
– – 0.02% 698
2023
Q2 		$288K Hold
9,400
– – 0.02% 655
2023
Q1 		$272K Sell
9,400
-2,500
-21% -$72.8K 0.02% 644
2022
Q4 		$356K Buy
+11,900
New +$340K 0.03% 517
2022
Q3 		– Sell
-8,100
Closed -$227K – 763
2022
Q2 		$227K Sell
8,100
-1,325
-14% -$40.9K 0.02% 601
2022
Q1 		$283K Buy
9,425
+325
+4% +$9.82K 0.02% 619
2021
Q4 		$251K Buy
+9,100
New +$236K 0.02% 656

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Financial Group's HESM Position: Q2 2026 in Review

Independent Financial Group reduced its Hess Midstream (HESM) stake by 9.7% in Q2 2026, selling an estimated $38.2K and leaving 9,266 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #1160.

Independent Financial Group first reported a position in HESM in Q4 2021 and has held it in 17 quarters since. The position peaked at $420K in Q2 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Independent Financial Group held 9,266 shares of Hess Midstream worth $348K as of Q2 2026.
  • Independent Financial Group sold 995 Hess Midstream shares in Q2 2026, an estimated $38.2K.
  • Hess Midstream made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1160 holding.
  • Independent Financial Group first reported a position in Hess Midstream in Q4 2021 and has held it in 17 quarters since.
  • Independent Financial Group's Hess Midstream position peaked at $420K in Q2 2025.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.