Yaupon Capital Management’s Hess Midstream HESM Stock Holding History

Yaupon Capital Management’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
2025 Q3	–	Sell	-27,006	Closed	-$1.04M	–	143
2025 Q2	$1.04M	Buy	+27,006	New	+$1.03M	0.05%	110
2025 Q1	–	Sell	-282,204	Closed	-$10.5M	–	116
2024 Q4	$10.5M	Sell	282,204 -967,796	-77%	-$34.8M	0.43%	75
2024 Q3	$44.1M	Buy	+1,250,000	New	+$45.8M	2.4%	11
2023 Q4	–	Sell	-64,694	Closed	-$1.88M	–	121
2023 Q3	$1.88M	Buy	+64,694	New	+$1.95M	0.17%	90
2022 Q3	–	Sell	-5,276	Closed	-$148K	–	94
2022 Q2	$148K	Sell	5,276 -169,724	-97%	-$5.24M	0.05%	62
2022 Q1	$5.25M	Buy	+175,000	New	+$5.29M	2.85%	9
2021 Q2	–	Sell	-200,000	Closed	-$4.48M	–	64
2021 Q1	$4.48M	Buy	+200,000	New	+$4.31M	3.81%	7

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Yaupon Capital Management's HESM Position: Q3 2025 in Review

Yaupon Capital Management sold out of Hess Midstream (HESM) in Q3 2025, closing a stake of 27,006 shares — an estimated $1.04M sold.

Yaupon Capital Management first reported a position in HESM in Q1 2021 and held it in 7 quarters. The position peaked at $44.1M in Q3 2024. 267 funds tracked by Wall St. Rank hold HESM as of Q3 2025.

Yaupon Capital Management reported no remaining Hess Midstream position as of Q3 2025 after selling out during the quarter.
Yaupon Capital Management sold 27,006 Hess Midstream shares in Q3 2025, an estimated $1.04M.
Yaupon Capital Management first reported a position in Hess Midstream in Q1 2021 and held it in 7 quarters.
Yaupon Capital Management's Hess Midstream position peaked at $44.1M in Q3 2024.
267 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2025.

Based on Yaupon Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.