OQS
HESM icon

Occudo Quantitative Strategies’s Hess Midstream HESM Stock Holding History

Occudo Quantitative Strategies’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
Q3 		– Sell
-8,897
Closed -$343K – 749
2025
Q2 		$343K Buy
+8,897
New +$339K 0.04% 435
2024
Q3 		– Sell
-23,895
Closed -$871K – 835
2024
Q2 		$871K Buy
23,895
+13,198
+123% +$466K 0.15% 187
2024
Q1 		$386K Sell
10,697
-41,244
-79% -$1.39M 0.07% 391
2023
Q4 		$1.64M Sell
51,941
-12,811
-20% -$392K 0.22% 122
2023
Q3 		$1.89M Buy
+64,752
New +$1.95M 0.24% 107
2023
Q2 		– Sell
-60,116
Closed -$1.74M – 1128
2023
Q1 		$1.74M Buy
+60,116
New +$1.75M 0.16% 183
2022
Q4 		– Sell
-73,551
Closed -$1.88M – 1139
2022
Q3 		$1.88M Buy
73,551
+54,122
+279% +$1.55M 0.15% 200
2022
Q2 		$544K Buy
+19,429
New +$599K 0.04% 590
2022
Q1 		– Sell
-17,022
Closed -$470K – 1207
2021
Q4 		$470K Buy
17,022
+46
+0.3% +$1.19K 0.04% 633
2021
Q3 		$479K Buy
16,976
+4,913
+41% +$124K 0.06% 559
2021
Q2 		$305K Buy
+12,063
New +$291K 0.05% 588

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 $39B AUM 18.55% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Occudo Quantitative Strategies's HESM Position: Q3 2025 in Review

Occudo Quantitative Strategies sold out of Hess Midstream (HESM) in Q3 2025, closing a stake of 8,897 shares — an estimated $343K sold.

Occudo Quantitative Strategies first reported a position in HESM in Q2 2021 and held it in 11 quarters. The position peaked at $1.89M in Q3 2023. 267 funds tracked by Wall St. Rank hold HESM as of Q3 2025.

  • Occudo Quantitative Strategies reported no remaining Hess Midstream position as of Q3 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 8,897 Hess Midstream shares in Q3 2025, an estimated $343K.
  • Occudo Quantitative Strategies first reported a position in Hess Midstream in Q2 2021 and held it in 11 quarters.
  • Occudo Quantitative Strategies's Hess Midstream position peaked at $1.89M in Q3 2023.
  • 267 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.