PTC
HESM icon

Petrus Trust Company’s Hess Midstream HESM Stock Holding History

Petrus Trust Company’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
-12,930
Closed -$498K – 324
2025
Q2 		$498K Buy
12,930
+1,439
+13% +$54.8K 0.05% 117
2025
Q1 		$486K Sell
11,491
-6,895
-38% -$281K 0.05% 208
2024
Q4 		$681K Buy
18,386
+6,041
+49% +$217K 0.07% 107
2024
Q3 		$435K Sell
12,345
-3,976
-24% -$146K 0.04% 284
2024
Q2 		$595K Sell
16,321
-8,425
-34% -$297K 0.06% 166
2024
Q1 		$894K Hold
24,746
– – 0.08% 58
2023
Q4 		$783K Buy
+24,746
New +$757K 0.07% 83
2023
Q3 		– Sell
-24,674
Closed -$757K – 638
2023
Q2 		$757K Buy
24,674
+5,408
+28% +$156K 0.09% 53
2023
Q1 		$558K Buy
19,266
+2,284
+13% +$66.5K 0.07% 61
2022
Q4 		$508K Buy
+16,982
New +$485K 0.06% 90
2021
Q4 		– Sell
-7,583
Closed -$214K – 147
2021
Q3 		$214K Buy
+7,583
New +$192K 0.02% 66

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

Petrus Trust Company's HESM Position: Q3 2025 in Review

Petrus Trust Company sold out of Hess Midstream (HESM) in Q3 2025, closing a stake of 12,930 shares — an estimated $498K sold.

Petrus Trust Company first reported a position in HESM in Q3 2021 and held it in 11 quarters. The position peaked at $894K in Q1 2024. 267 funds tracked by Wall St. Rank hold HESM as of Q3 2025.

  • Petrus Trust Company reported no remaining Hess Midstream position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 12,930 Hess Midstream shares in Q3 2025, an estimated $498K.
  • Petrus Trust Company first reported a position in Hess Midstream in Q3 2021 and held it in 11 quarters.
  • Petrus Trust Company's Hess Midstream position peaked at $894K in Q1 2024.
  • 267 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.