Westover Capital Advisors’s Hess Midstream HESM Stock Holding History

Westover 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	$3.64M	Buy	96,913 +920	+1%	+$35.3K	0.61%	43
2026 Q1	$3.73M	Buy	95,993 +638	+0.7%	+$23.6K	0.69%	38
2025 Q4	$3.29M	Buy	95,355 +12,747	+15%	+$429K	0.6%	40
2025 Q3	$2.85M	Buy	82,608 +2,178	+3%	+$86.4K	0.53%	47
2025 Q2	$3.1M	Sell	80,430 -3,342	-4%	-$127K	0.62%	42
2025 Q1	$3.54M	Buy	83,772 +1,259	+2%	+$51.4K	0.79%	33
2024 Q4	$3.06M	Buy	82,513 +3,695	+5%	+$133K	0.67%	36
2024 Q3	$2.78M	Buy	78,818 +3,518	+5%	+$129K	0.53%	42
2024 Q2	$2.74M	Buy	75,300 +1,313	+2%	+$46.3K	0.71%	35
2024 Q1	$2.67M	Buy	+73,987	New	+$2.5M	0.78%	36

Other funds holding HESM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Westover Capital Advisors increased its Hess Midstream (HESM) stake by 0.96% in Q2 2026, buying an estimated $35.3K and bringing the position to 96,913 shares worth $3.64M. The position accounts for 0.61% of the portfolio, ranked #43.

Westover Capital Advisors first reported a position in HESM in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.73M in Q1 2026. 285 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

Westover Capital Advisors held 96,913 shares of Hess Midstream worth $3.64M as of Q2 2026.
Westover Capital Advisors bought 920 Hess Midstream shares in Q2 2026, an estimated $35.3K.
Hess Midstream made up 0.61% of Westover Capital Advisors's portfolio in Q2 2026, its #43 holding.
Westover Capital Advisors first reported a position in Hess Midstream in Q1 2024 and has held it in 10 quarters since.
Westover Capital Advisors's Hess Midstream position peaked at $3.73M in Q1 2026.
285 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.