1WA
HES

180 Wealth Advisors’s Hess HES Stock Holding History

180 Wealth Advisors’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,643
Closed -$228K – 464
2025
Q2 		$228K Buy
+1,643
New +$222K 0.03% 380
2024
Q2 		– Sell
-1,319
Closed -$201K – 439
2024
Q1 		$201K Buy
+1,319
New +$192K 0.04% 373

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

180 Wealth Advisors's HES Position: Q3 2025 in Review

180 Wealth Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 1,643 shares — an estimated $228K sold.

180 Wealth Advisors first reported a position in HES in Q1 2024 and held it in 2 quarters. The position peaked at $228K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • 180 Wealth Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • 180 Wealth Advisors sold 1,643 Hess shares in Q3 2025, an estimated $228K.
  • 180 Wealth Advisors first reported a position in Hess in Q1 2024 and held it in 2 quarters.
  • 180 Wealth Advisors's Hess position peaked at $228K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on 180 Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.