Turtle Creek Wealth Advisors’s Hess Midstream HESM Stock Holding History

Turtle Creek Wealth 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	$262K	Hold	6,967	–	–	0.01%	394
2026 Q1	$271K	Sell	6,967 -5,061	-42%	-$188K	0.02%	337
2025 Q4	$415K	Hold	12,028	–	–	0.03%	248
2025 Q3	$416K	Hold	12,028	–	–	0.04%	236
2025 Q2	$463K	Buy	12,028 +877	+8%	+$33.4K	0.05%	178
2025 Q1	$472K	Buy	+11,151	New	+$455K	0.07%	106

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Turtle Creek Wealth Advisors's HESM Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its Hess Midstream (HESM) position steady in Q2 2026 at 6,967 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #394.

Turtle Creek Wealth Advisors first reported a position in HESM in Q1 2025 and has held it in 6 quarters since. The position peaked at $472K in Q1 2025. 88 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

Turtle Creek Wealth Advisors held 6,967 shares of Hess Midstream worth $262K as of Q2 2026.
Turtle Creek Wealth Advisors left its Hess Midstream share count unchanged in Q2 2026.
Hess Midstream made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #394 holding.
Turtle Creek Wealth Advisors first reported a position in Hess Midstream in Q1 2025 and has held it in 6 quarters since.
Turtle Creek Wealth Advisors's Hess Midstream position peaked at $472K in Q1 2025.
88 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.