Aegis Wealth Management (Maryland)’s Hess HES Stock Holding History

Aegis Wealth Management (Maryland)’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	-1,609	Closed	-$257K	–	125
2025 Q2	$257K	Hold	1,609	–	–	0.15%	101
2025 Q1	$257K	Buy	1,609 +1	+0.1%	+$147	0.15%	106
2024 Q4	$214K	Buy	+1,608	New	+$225K	0.14%	103

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s HES Position: Q3 2025 in Review

Aegis Wealth Management (Maryland) sold out of Hess (HES) in Q3 2025, closing a stake of 1,609 shares — an estimated $257K sold.

Aegis Wealth Management (Maryland) first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $257K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Aegis Wealth Management (Maryland) reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Aegis Wealth Management (Maryland) sold 1,609 Hess shares in Q3 2025, an estimated $257K.
Aegis Wealth Management (Maryland) first reported a position in Hess in Q4 2024 and held it in 3 quarters.
Aegis Wealth Management (Maryland)'s Hess position peaked at $257K in Q2 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q3 2025, filed 6 Nov 2025.