IWA
HESM icon

IVC Wealth Advisors’s Hess Midstream HESM Stock Holding History

IVC Wealth 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
2025
Q4 		– Sell
-8,446
Closed -$292K – 184
2025
Q3 		$292K Buy
8,446
+1,874
+29% +$74.3K 0.13% 135
2025
Q2 		$253K Buy
+6,572
New +$250K 0.12% 145

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

IVC Wealth Advisors's HESM Position: Q4 2025 in Review

IVC Wealth Advisors sold out of Hess Midstream (HESM) in Q4 2025, closing a stake of 8,446 shares — an estimated $292K sold.

IVC Wealth Advisors first reported a position in HESM in Q2 2025 and held it in 2 quarters. The position peaked at $292K in Q3 2025. 268 funds tracked by Wall St. Rank hold HESM as of Q4 2025.

  • IVC Wealth Advisors reported no remaining Hess Midstream position as of Q4 2025 after selling out during the quarter.
  • IVC Wealth Advisors sold 8,446 Hess Midstream shares in Q4 2025, an estimated $292K.
  • IVC Wealth Advisors first reported a position in Hess Midstream in Q2 2025 and held it in 2 quarters.
  • IVC Wealth Advisors's Hess Midstream position peaked at $292K in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2025.

Based on IVC Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.