MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in HESM — Hess Midstream LP
CIK 1607355
GLASTONBURY, CT
Position in HESM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,240
-$1,460 QoQ
Shares Held
1,150
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#241
of 282 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HESM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $682,383 across 10 Oil & Gas Midstream names. HESM ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
15,760 | $301,331 | |
| 2 | PAGP |
Plains Gp Holdings LP
|
5,300 | $128,631 | |
| 3 | OKE |
Oneok Inc /New/
|
1,088 | $94,590 | |
| 4 | HESM |
Hess Midstream LP
This page
|
1,150 | $43,240 | |
| 5 | WMB |
Williams Companies, Inc.
|
525 | $39,028 | |
| 6 | ENB |
Enbridge Inc
|
500 | $27,105 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
620 | $22,791 | |
| 8 | KNTK |
Kinetik Holdings Inc.
|
200 | $9,668 |
All Filings in HESM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,240 | 1,150 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $44,700 | 1,150 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $31,050 | 900 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $31,095 | 900 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $323,291 | 8,395 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $401,543 | 9,495 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $286,797 | 7,745 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $283,923 | 8,050 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||