Y-Intercept (HK)’s Hess Midstream HESM Stock Holding History

Y-Intercept (HK)’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	$2.91M	Sell	77,286 -30,972	-29%	-$1.19M	0.06%	492
2026 Q1	$4.21M	Buy	+108,258	New	+$4.01M	0.08%	393
2025 Q4	–	Sell	-129,799	Closed	-$4.48M	–	1722
2025 Q3	$4.48M	Buy	129,799 +105,200	+428%	+$4.17M	0.11%	238
2025 Q2	$947K	Buy	24,599 +13,170	+115%	+$502K	0.02%	964
2025 Q1	$483K	Sell	11,429 -23,362	-67%	-$953K	0.03%	709
2024 Q4	$1.29M	Buy	34,791 +18,615	+115%	+$670K	0.09%	333
2024 Q3	$571K	Sell	16,176 -23,120	-59%	-$848K	0.03%	721
2024 Q2	$1.43M	Buy	+39,296	New	+$1.39M	0.08%	354
2023 Q3	–	Sell	-9,068	Closed	-$278K	–	1259
2023 Q2	$278K	Buy	+9,068	New	+$262K	0.03%	799

Other funds holding HESM

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return