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Kercheville Advisors’s Hess Midstream HESM Stock Holding History

Kercheville 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
-155,304
Closed -$5.37M – 127
2025
Q3 		$5.37M Sell
155,304
-38,079
-20% -$1.51M 1.62% 21
2025
Q2 		$7.45M Sell
193,383
-5,386
-3% -$205K 2.57% 14
2025
Q1 		$8.41M Buy
198,769
+1,011
+0.5% +$41.2K 3.43% 12
2024
Q4 		$7.32M Sell
197,758
-776
-0.4% -$27.9K 2.84% 13
2024
Q3 		$7M Sell
198,534
-2,177
-1% -$79.8K 2.95% 16
2024
Q2 		$7.31M Buy
200,711
+422
+0.2% +$14.9K 3.17% 12
2024
Q1 		$7.24M Sell
200,289
-302
-0.2% -$10.2K 3.42% 11
2023
Q4 		$6.34M Sell
200,591
-576
-0.3% -$17.6K 3.56% 9
2023
Q3 		$5.86M Buy
201,167
+72
+0% +$2.17K 3.72% 9
2023
Q2 		$6.17M Sell
201,095
-178
-0.1% -$5.13K 3.74% 9
2023
Q1 		$5.82M Sell
201,273
-5,079
-2% -$148K 3.99% 10
2022
Q4 		$6.17M Sell
206,352
-10,830
-5% -$309K 4.26% 5
2022
Q3 		$5.54M Sell
217,182
-580
-0.3% -$16.6K 5.67% 3
2022
Q2 		$6.1M Buy
217,762
+3,619
+2% +$112K 4% 6
2022
Q1 		$6.42M Buy
214,143
+10,043
+5% +$303K 3.04% 10
2021
Q4 		$5.64M Buy
204,100
+56,794
+39% +$1.47M 2.46% 11
2021
Q3 		$4.16M Buy
147,306
+29,406
+25% +$745K 1.97% 11
2021
Q2 		$2.98M Buy
117,900
+25,750
+28% +$622K 1.38% 19
2021
Q1 		$2.05M Buy
92,150
+50,150
+119% +$1.08M 1.03% 29
2020
Q4 		$830K Buy
+42,000
New +$761K 0.45% 55

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Kercheville Advisors's HESM Position: Q4 2025 in Review

Kercheville Advisors sold out of Hess Midstream (HESM) in Q4 2025, closing a stake of 155,304 shares — an estimated $5.37M sold.

Kercheville Advisors first reported a position in HESM in Q4 2020 and held it in 20 quarters. The position peaked at $8.41M in Q1 2025. 268 funds tracked by Wall St. Rank hold HESM as of Q4 2025.

  • Kercheville Advisors reported no remaining Hess Midstream position as of Q4 2025 after selling out during the quarter.
  • Kercheville Advisors sold 155,304 Hess Midstream shares in Q4 2025, an estimated $5.37M.
  • Kercheville Advisors first reported a position in Hess Midstream in Q4 2020 and held it in 20 quarters.
  • Kercheville Advisors's Hess Midstream position peaked at $8.41M in Q1 2025.
  • 268 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2025.

Based on Kercheville Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.