Position in HESM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,203,276
-$694,430 QoQ
Shares Held
82,410
-27.1% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HESM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Sanctuary Advisors, LLC holds $197,224,852 across 27 Oil & Gas Midstream names. HESM ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
1,888,661 | $36,451,157 | |
| 2 | WMB |
Williams Companies, Inc.
|
420,652 | $30,615,052 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
828,971 | $27,795,397 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
520,778 | $19,706,239 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
50,735 | $14,396,563 | |
| 6 | OKE |
Oneok Inc /New/
|
158,753 | $14,349,683 | |
| 7 | TRGP |
Targa Resources Corp.
|
47,086 | $11,805,872 | |
| 8 | ENB |
Enbridge Inc
|
151,111 | $8,181,149 |
All Filings in HESM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,203,276 | 82,410 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,897,706 | 112,977 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,970,486 | 114,920 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $4,248,808 | 110,330 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $4,228,111 | 99,979 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $760,559 | 20,539 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $449,974 | 12,758 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $444,458 | 12,197 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||