AC
HES

AIFG Consultants’s Hess HES Stock Holding History

AIFG Consultants’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
-2,320
Closed -$321K – 49
2025
Q2 		$321K Hold
2,320
– – 0.63% 39
2025
Q1 		$371K Hold
2,320
– – 0.61% 38
2024
Q4 		$309K Hold
2,320
– – 0.5% 40
2024
Q3 		$315K Hold
2,320
– – 0.24% 40
2024
Q2 		$342K Hold
2,320
– – 0.25% 34
2024
Q1 		$354K Hold
2,320
– – 0.26% 30
2023
Q4 		$334K Sell
2,320
-21
-0.9% -$3.08K 0.25% 28
2023
Q3 		$358K Buy
2,341
+21
+0.9% +$3.16K 0.3% 26
2023
Q2 		$315K Hold
2,320
– – 0.25% 31
2023
Q1 		$307K Hold
2,320
– – 0.26% 31
2022
Q4 		$329K Buy
+2,320
New +$319K 0.32% 26

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

AIFG Consultants's HES Position: Q3 2025 in Review

AIFG Consultants sold out of Hess (HES) in Q3 2025, closing a stake of 2,320 shares — an estimated $321K sold.

AIFG Consultants first reported a position in HES in Q4 2022 and held it in 11 quarters. The position peaked at $371K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • AIFG Consultants reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • AIFG Consultants sold 2,320 Hess shares in Q3 2025, an estimated $321K.
  • AIFG Consultants first reported a position in Hess in Q4 2022 and held it in 11 quarters.
  • AIFG Consultants's Hess position peaked at $371K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on AIFG Consultants's 13F filing for Q3 2025, filed 14 Oct 2025.