MSCM
HEP

McElhenny Sheffield Capital Management’s Holly Energy Partners, L.P. HEP Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio HEP Stock Details HEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-400
Closed -$7.25K – 655
2022
Q4 		$7.25K Buy
+400
New +$7.31K ﹤0.01% 357

Other funds holding HEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McElhenny Sheffield Capital Management's HEP Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Holly Energy Partners, L.P. (HEP) in Q1 2023, closing a stake of 400 shares — an estimated $7.25K sold.

McElhenny Sheffield Capital Management first reported a position in HEP in Q4 2022 and held it in 1 quarter. The position peaked at $7.25K in Q4 2022. 83 funds tracked by Wall St. Rank hold HEP as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Holly Energy Partners, L.P. position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 400 Holly Energy Partners, L.P. shares in Q1 2023, an estimated $7.25K.
  • McElhenny Sheffield Capital Management first reported a position in Holly Energy Partners, L.P. in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Holly Energy Partners, L.P. position peaked at $7.25K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.