INVESTMENT MANAGEMENT CORP /VA/ /ADV HESM — HESS MIDSTREAM LP

Ownership history in INVESTMENT MANAGEMENT CORP /VA/ /ADV  ·  6 quarters on record

AI Ownership Summary

INVESTMENT MANAGEMENT CORP /VA/ /ADV reported HESS MIDSTREAM LP (HESM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.43% in 2026 Q1. The latest visible filing shows HESM at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HESM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INVESTMENT MANAGEMENT CORP /VA/ /ADV's position in HESS MIDSTREAM LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HESM was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HESM stock page INVESTMENT MANAGEMENT CORP /VA/ /ADV fund profile INVESTMENT MANAGEMENT CORP /VA/ /ADV full holdings
How INVESTMENT MANAGEMENT CORP /VA/ /ADV held HESM — position size vs. price
% of Fund (quarterly)    HESM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 13,016 +497 +4.0% 0.43% $506K 2026-04-28 $37.04
2025 Q4 ADDED — — — 12,519 +362 +3.0% 0.36% $432K 2026-01-29 $34.56
2025 Q3 ADDED — — — 12,157 +423 +3.6% 0.36% $420K 2025-10-30 $32.00
2025 Q2 ADDED — — — 11,734 +465 +4.1% 0.41% $452K 2025-08-07 $38.45
2025 Q1 ADDED — — — 11,269 +2,761 +32.5% 0.43% $477K 2025-05-07 $33.88
2024 Q4 INITIATED — — — 8,508 — — 0.28% $315K 2025-02-18 $37.03

🏢 Other funds also holding HESM

As of 2026 Q1 — sorted by position size

ALPS ADVISORS INC 3Y 7Y 5.65% Fractal Investments LLC 3Y 5.45% Ritter Alpha, LP 5.21% LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3Y 7Y 4.62% Heronetta Management, L.P. 3Y 7Y 3.28% GoodHaven Capital Management, LLC 3Y 7Y 1.82% INFRASTRUCTURE CAPITAL ADVISORS, LLC 3Y 7Y 1.81% TORTOISE CAPITAL ADVISORS, L.L.C. 3Y 7Y 1.81% MILLER HOWARD INVESTMENTS INC /NY 3Y 7Y 1.59% EAGLE GLOBAL ADVISORS LLC 3Y 7Y 1.2%

FAQ About INVESTMENT MANAGEMENT CORP /VA/ /ADV and HESM

These are the practical questions this page is built to answer before you even open the full history table.

How long has INVESTMENT MANAGEMENT CORP /VA/ /ADV reported owning HESM?

INVESTMENT MANAGEMENT CORP /VA/ /ADV reported HESM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported HESM position in INVESTMENT MANAGEMENT CORP /VA/ /ADV's portfolio?

The largest reported portfolio weight for HESM was 0.43% in 2026 Q1.

What is the latest reported HESM position on this page?

The most recent filing on this page is 2026 Q1, when INVESTMENT MANAGEMENT CORP /VA/ /ADV reported 13,016 shares, equal to 0.43% of portfolio, with an estimated market value of $506K.

What does the chart on this HESM ownership page compare?

The chart compares INVESTMENT MANAGEMENT CORP /VA/ /ADV's quarterly HESM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did INVESTMENT MANAGEMENT CORP /VA/ /ADV time their HESM position?

Based on 13F filing dates vs. subsequent HESM price moves, INVESTMENT MANAGEMENT CORP /VA/ /ADV correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on HESM relative to SPY over the holding period was -13.0%.

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