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Stokes Capital Advisors’s Hess Midstream HESM Stock Holding History

Stokes Capital Advisors’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
2026
Q2 		– Sell
-5,745
Closed -$223K – 120
2026
Q1 		$223K Sell
5,745
-124,007
-96% -$4.6M 0.05% 95
2025
Q4 		$4.48M Sell
129,752
-2,910
-2% -$97.9K 1.02% 41
2025
Q3 		$4.58M Sell
132,662
-24,100
-15% -$956K 1.07% 45
2025
Q2 		$6.04M Buy
156,762
+6,788
+5% +$259K 1.48% 34
2025
Q1 		$6.34M Buy
149,974
+1,212
+0.8% +$49.4K 1.61% 33
2024
Q4 		$5.51M Buy
148,762
+1,725
+1% +$62.1K 1.42% 38
2024
Q3 		$5.19M Buy
147,037
+1,731
+1% +$63.5K 1.33% 39
2024
Q2 		$5.29M Buy
145,306
+6,965
+5% +$246K 1.47% 37
2024
Q1 		$5M Buy
138,341
+5,871
+4% +$198K 1.45% 38
2023
Q4 		$4.19M Buy
132,470
+2,767
+2% +$84.7K 1.33% 38
2023
Q3 		$3.78M Buy
129,703
+2,524
+2% +$76.1K 1.32% 38
2023
Q2 		$3.9M Buy
127,179
+12,781
+11% +$369K 1.31% 38
2023
Q1 		$3.31M Buy
114,398
+7,705
+7% +$224K 1.12% 46
2022
Q4 		$3.19M Buy
106,693
+52,786
+98% +$1.51M 1.1% 45
2022
Q3 		$1.38M Buy
53,907
+6,618
+14% +$189K 0.51% 54
2022
Q2 		$1.32M Buy
47,289
+8,580
+22% +$265K 0.46% 57
2022
Q1 		$1.16M Buy
+38,709
New +$1.17M 0.34% 61

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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stokes Capital Advisors's HESM Position: Q2 2026 in Review

Stokes Capital Advisors sold out of Hess Midstream (HESM) in Q2 2026, closing a stake of 5,745 shares — an estimated $223K sold.

Stokes Capital Advisors first reported a position in HESM in Q1 2022 and held it in 17 quarters. The position peaked at $6.34M in Q1 2025. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Stokes Capital Advisors reported no remaining Hess Midstream position as of Q2 2026 after selling out during the quarter.
  • Stokes Capital Advisors sold 5,745 Hess Midstream shares in Q2 2026, an estimated $223K.
  • Stokes Capital Advisors first reported a position in Hess Midstream in Q1 2022 and held it in 17 quarters.
  • Stokes Capital Advisors's Hess Midstream position peaked at $6.34M in Q1 2025.
  • 285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.