AA
HES

Advisory Alpha’s Hess HES Stock Holding History

Advisory Alpha’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
-2,038
Closed -$282K – 530
2025
Q2 		$282K Sell
2,038
-351
-15% -$47.4K 0.01% 384
2025
Q1 		$382K Buy
2,389
+186
+8% +$27.3K 0.01% 297
2024
Q4 		$293K Buy
2,203
+118
+6% +$16.5K 0.01% 325
2024
Q3 		$283K Buy
2,085
+388
+23% +$54K 0.01% 321
2024
Q2 		$250K Buy
1,697
+61
+4% +$9.35K 0.01% 323
2024
Q1 		$250K Buy
+1,636
New +$238K 0.01% 336
2019
Q4 		– Sell
-21
Closed -$1.35K – 829
2019
Q3 		$1.35K Buy
+21
New +$1.31K ﹤0.01% 698
2019
Q2 		– Sell
-6
Closed -$380 – 336
2019
Q1 		$380 Buy
+6
New +$330 ﹤0.01% 699

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

Advisory Alpha's HES Position: Q3 2025 in Review

Advisory Alpha sold out of Hess (HES) in Q3 2025, closing a stake of 2,038 shares — an estimated $282K sold.

Advisory Alpha first reported a position in HES in Q1 2019 and held it in 8 quarters. The position peaked at $382K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Advisory Alpha reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Advisory Alpha sold 2,038 Hess shares in Q3 2025, an estimated $282K.
  • Advisory Alpha first reported a position in Hess in Q1 2019 and held it in 8 quarters.
  • Advisory Alpha's Hess position peaked at $382K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Advisory Alpha's 13F filing for Q3 2025, filed 12 Nov 2025.