U.S. Capital Wealth Advisors’s Hess Midstream HESM Stock Holding History

U.S. Capital 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 Q1	$2.04M	Buy	52,543 +956	+2%	+$35.4K	0.05%	350
2025 Q4	$1.78M	Buy	51,587 +3,549	+7%	+$119K	0.05%	363
2025 Q3	$1.66M	Buy	48,038 +905	+2%	+$35.9K	0.04%	372
2025 Q2	$1.82M	Hold	47,133	–	–	0.05%	320
2025 Q1	$1.99M	Buy	47,133 +682	+1%	+$27.8K	0.06%	285
2024 Q4	$1.72M	Hold	46,451	–	–	0.05%	330
2024 Q3	$1.64M	Hold	46,451	–	–	0.06%	273
2024 Q2	$1.69M	Hold	46,451	–	–	0.06%	263
2024 Q1	$1.68M	Hold	46,451	–	–	0.06%	262
2023 Q4	$1.47M	Sell	46,451 -20,000	-30%	-$612K	0.06%	273
2023 Q3	$1.94M	Buy	66,451 +16,451	+33%	+$496K	0.09%	198
2023 Q2	$1.53M	Hold	50,000	–	–	0.07%	256
2023 Q1	$1.45M	Hold	50,000	–	–	0.07%	255
2022 Q4	$1.5M	Hold	50,000	–	–	0.07%	258
2022 Q3	$1.28M	Sell	50,000 -220	-0.4%	-$6.29K	0.06%	284
2022 Q2	$1.41M	Buy	50,220 +220	+0.4%	+$6.79K	0.06%	288
2022 Q1	$1.5M	Sell	50,000 -2,500	-5%	-$75.5K	0.05%	323
2021 Q4	$1.45M	Hold	52,500	–	–	0.06%	328
2021 Q3	$1.48M	Buy	+52,500	New	+$1.33M	0.06%	313

Other funds holding HESM

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

U.S. Capital Wealth Advisors's HESM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Hess Midstream (HESM) stake by 1.9% in Q1 2026, buying an estimated $35.4K and bringing the position to 52,543 shares worth $2.04M. The position accounts for 0.05% of the portfolio, ranked #350.

U.S. Capital Wealth Advisors first reported a position in HESM in Q3 2021 and has held it in 19 quarters since. 289 funds tracked by Wall St. Rank hold HESM as of Q1 2026.

U.S. Capital Wealth Advisors held 52,543 shares of Hess Midstream worth $2.04M as of Q1 2026.
U.S. Capital Wealth Advisors bought 956 Hess Midstream shares in Q1 2026, an estimated $35.4K.
Hess Midstream made up 0.05% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #350 holding.
U.S. Capital Wealth Advisors first reported a position in Hess Midstream in Q3 2021 and has held it in 19 quarters since.
289 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.