Turtle Creek Wealth Advisors, LLC HESM — HESS MIDSTREAM LP

Ownership history in Turtle Creek Wealth Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Turtle Creek Wealth Advisors, LLC reported HESS MIDSTREAM LP (HESM) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.07% in 2025 Q1. The latest visible filing shows HESM at 0.01% 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 Turtle Creek Wealth Advisors, LLC'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 Q3

HESM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q3

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 Turtle Creek Wealth Advisors, LLC fund profile Turtle Creek Wealth Advisors, LLC full holdings
How Turtle Creek Wealth Advisors, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 6,967 — 0% 0.01% $260K 2026-10-15 $30.62
2026 Q2 UNCHANGED — — — 6,967 — 0% 0.01% $262K 2026-07-27 $39.03
2026 Q1 REDUCED 42.1% -1.9% ✅ 6,967 -5,061 -42.1% 0.02% $271K 2026-04-27 $35.55
2025 Q4 UNCHANGED — — — 12,028 — 0% 0.03% $415K 2026-01-28 $33.83
2025 Q3 UNCHANGED — — — 12,028 — 0% 0.04% $416K 2025-10-29 $31.02
2025 Q2 ADDED — — — 12,028 +877 +7.9% 0.05% $463K 2025-07-28 $36.42
2025 Q1 INITIATED — — — 11,151 — — 0.07% $472K 2025-05-01 $32.50

🏢 Other funds also holding HESM

As of 2026 Q3 — sorted by position size

Penbrook Management LLC 3Y 7Y 0.66% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.62% Gilman Hill Asset Management, LLC 3Y 7Y 0.26% Kaizen Financial Strategies 3Y 0.12% Adams Asset Advisors, LLC 3Y 7Y 0.08% Lee Financial Co 3Y 7Y 0.03% Avior Wealth Management, LLC 3Y 7Y 0.02% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 0.02% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.01% Avidian Wealth Enterprises, LLC 3Y 7Y 0.01%

FAQ About Turtle Creek Wealth Advisors, LLC and HESM

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

How long has Turtle Creek Wealth Advisors, LLC reported owning HESM?

Turtle Creek Wealth Advisors, LLC reported HESM across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported HESM position in Turtle Creek Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for HESM was 0.07% in 2025 Q1.

What is the latest reported HESM position on this page?

The most recent filing on this page is 2026 Q3, when Turtle Creek Wealth Advisors, LLC reported 6,967 shares, equal to 0.01% of portfolio, with an estimated market value of $260K.

What does the chart on this HESM ownership page compare?

The chart compares Turtle Creek Wealth Advisors, LLC'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 Turtle Creek Wealth Advisors, LLC time their HESM position?

Based on 13F filing dates vs. subsequent HESM price moves, Turtle Creek Wealth Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on HESM relative to SPY over the holding period was +234.9%.

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