CFM Wealth Partners LLC
- SEC CIK
- 0001801097
- Latest filing
- Aug 7, 2026
HEP holding history
Holly Energy Partners LP in every 13F filed by CFM Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HEP overviewAll 13F holders of HEPFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −35,521−100.0% | Sold out | Holders |
| Q2 2023 | 35,521 | $657.1K | 0.2% | +35,521 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −35,521−100.0% | Sold out | Holders |
| Q4 2022 | 35,521 | $643.6K | 0.2% | +35,521 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −35,521−100.0% | Sold out | Holders |
| Q2 2022 | 35,521 | $569.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2022 | 35,521 | $629.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2021 | 35,521 | $621.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 35,521 | $651.0K | 0.2% | +35,521 | New | Holders |