SC
HEP

Stephens Consulting’s Holly Energy Partners, L.P. HEP Stock Holding History

Stephens Consulting’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
Q4 		– Sell
-200
Closed -$4.39K – 512
2023
Q3 		$4.39K Hold
200
– – ﹤0.01% 387
2023
Q2 		$3.7K Buy
+200
New +$3.46K ﹤0.01% 408

Other funds holding HEP

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Stephens Consulting's HEP Position: Q4 2023 in Review

Stephens Consulting sold out of Holly Energy Partners, L.P. (HEP) in Q4 2023, closing a stake of 200 shares — an estimated $4.39K sold.

Stephens Consulting first reported a position in HEP in Q2 2023 and held it in 2 quarters. The position peaked at $4.39K in Q3 2023. 1 fund tracked by Wall St. Rank holds HEP as of Q4 2023.

  • Stephens Consulting reported no remaining Holly Energy Partners, L.P. position as of Q4 2023 after selling out during the quarter.
  • Stephens Consulting sold 200 Holly Energy Partners, L.P. shares in Q4 2023, an estimated $4.39K.
  • Stephens Consulting first reported a position in Holly Energy Partners, L.P. in Q2 2023 and held it in 2 quarters.
  • Stephens Consulting's Holly Energy Partners, L.P. position peaked at $4.39K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2023.

Based on Stephens Consulting's 13F filing for Q4 2023, filed 1 Feb 2024.