Position in HESM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,037,722
-$83,677 QoQ
Shares Held
27,599
-4.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#137
of 282 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HESM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $2,939,907 across 3 Oil & Gas Midstream names. HESM ranks #2 (35.3% of the industry book) .
All Filings in HESM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,722 | 27,599 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,121,399 | 28,850 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,235,100 | 35,800 | Shares | Defined | 2026-02-13 | |
| 2025-03-31 | $579,669 | 13,707 | Shares | Defined | 2025-05-22 | |
| 2024-12-31 | $677,982 | 18,309 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $630,028 | 17,863 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $667,179 | 18,309 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $812,202 | 22,480 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $939,221 | 29,694 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $837,662 | 28,756 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,025,417 | 33,423 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $302,886 | 10,466 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $307,757 | 10,286 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $433,840 | 17,000 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $572,208 | 20,436 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $269,310 | 8,977 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $569,647 | 20,617 | Shares | Defined | 2022-01-28 | |
| 2020-09-30 | $591,391 | 39,165 | Shares | Defined | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||