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Keystone Wealth Services’s Hess Midstream HESM Stock Holding History

Keystone Wealth Services’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
Q2 		– Sell
-5,000
Closed -$211K – 286
2025
Q1 		$211K Buy
+5,000
New +$204K 0.06% 258

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Keystone Wealth Services's HESM Position: Q2 2025 in Review

Keystone Wealth Services sold out of Hess Midstream (HESM) in Q2 2025, closing a stake of 5,000 shares — an estimated $211K sold.

Keystone Wealth Services first reported a position in HESM in Q1 2025 and held it in 1 quarter. The position peaked at $211K in Q1 2025. 273 funds tracked by Wall St. Rank hold HESM as of Q2 2025.

  • Keystone Wealth Services reported no remaining Hess Midstream position as of Q2 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 5,000 Hess Midstream shares in Q2 2025, an estimated $211K.
  • Keystone Wealth Services first reported a position in Hess Midstream in Q1 2025 and held it in 1 quarter.
  • Keystone Wealth Services's Hess Midstream position peaked at $211K in Q1 2025.
  • 273 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2025.

Based on Keystone Wealth Services's 13F filing for Q2 2025, filed 9 Jul 2025.