TIM
HEP

Tevis Investment Management’s Holly Energy Partners, L.P. HEP Stock Holding History

Tevis Investment 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
2022
Q3 		– Sell
-466
Closed -$5K – 492
2022
Q2 		$5K Buy
+466
New +$8.32K ﹤0.01% 427

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tevis Investment Management's HEP Position: Q3 2022 in Review

Tevis Investment Management sold out of Holly Energy Partners, L.P. (HEP) in Q3 2022, closing a stake of 466 shares — an estimated $5K sold.

Tevis Investment Management first reported a position in HEP in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 93 funds tracked by Wall St. Rank hold HEP as of Q3 2022.

  • Tevis Investment Management reported no remaining Holly Energy Partners, L.P. position as of Q3 2022 after selling out during the quarter.
  • Tevis Investment Management sold 466 Holly Energy Partners, L.P. shares in Q3 2022, an estimated $5K.
  • Tevis Investment Management first reported a position in Holly Energy Partners, L.P. in Q2 2022 and held it in 1 quarter.
  • Tevis Investment Management's Holly Energy Partners, L.P. position peaked at $5K in Q2 2022.
  • 93 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2022.

Based on Tevis Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.