AA
HES

Alta Advisers’s Hess HES Stock Holding History

Alta Advisers’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
-1,498
Closed -$208K – 253
2025
Q2 		$208K Hold
1,498
– – 0.07% 236
2025
Q1 		$239K Buy
+1,498
New +$220K 0.1% 193
2024
Q4 		– Sell
-800
Closed -$109K – 272
2024
Q3 		$109K Hold
800
– – 0.05% 277
2024
Q2 		$118K Hold
800
– – 0.06% 219
2024
Q1 		$122K Hold
800
– – 0.06% 231
2023
Q4 		$115K Hold
800
– – 0.06% 225
2023
Q3 		$122K Hold
800
– – 0.07% 182
2023
Q2 		$109K Hold
800
– – 0.06% 223
2023
Q1 		$106K Hold
800
– – 0.06% 216
2022
Q4 		$113K Hold
800
– – 0.07% 197
2022
Q3 		$87K Buy
+800
New +$88.7K 0.05% 231

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

Alta Advisers's HES Position: Q3 2025 in Review

Alta Advisers sold out of Hess (HES) in Q3 2025, closing a stake of 1,498 shares — an estimated $208K sold.

Alta Advisers first reported a position in HES in Q3 2022 and held it in 11 quarters. The position peaked at $239K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Alta Advisers reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Alta Advisers sold 1,498 Hess shares in Q3 2025, an estimated $208K.
  • Alta Advisers first reported a position in Hess in Q3 2022 and held it in 11 quarters.
  • Alta Advisers's Hess position peaked at $239K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Alta Advisers's 13F filing for Q3 2025, filed 31 Oct 2025.