Position in HESM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,588,976
-$53,670 QoQ
Shares Held
42,260
0.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#117
of 282 holders
Holding Since
Sep 2021
20 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 Jun 30, 2026CFM WEALTH PARTNERS LLC holds $38,484,949 across 11 Oil & Gas Midstream names. HESM ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
226,183 | $16,814,444 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
183,670 | $6,751,709 | |
| 3 | ET |
Energy Transfer LP
|
188,858 | $3,610,964 | |
| 4 | MPLX |
Mplx LP
|
46,729 | $2,632,244 | |
| 5 | WES |
Western Midstream Partners, LP
|
49,883 | $2,182,880 | |
| 6 | TRGP |
Targa Resources Corp.
|
6,166 | $1,653,351 | |
| 7 | HESM |
Hess Midstream LP
This page
|
42,260 | $1,588,976 | |
| 8 | ENB |
Enbridge Inc
|
26,264 | $1,423,771 |
All Filings in HESM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,588,976 | 42,260 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,642,646 | 42,260 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,457,970 | 42,260 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,460,083 | 42,260 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,627,432 | 42,260 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,787,175 | 42,260 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,564,887 | 42,260 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,490,510 | 42,260 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,539,954 | 42,260 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,274,016 | 35,262 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $827,725 | 26,169 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $762,302 | 26,169 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $776,173 | 25,299 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $732,153 | 25,299 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $756,946 | 25,299 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $645,630 | 25,299 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $708,372 | 25,299 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $758,970 | 25,299 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $699,011 | 25,299 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $713,684 | 25,299 | Shares | Sole | 2021-10-25 | |
| No filing history on record for this holder in this stock. | ||||||