Aptus Capital Advisors’s Hess HES Stock Holding History

Aptus Capital 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	-1,505	Closed	-$208K	–	1623
2025 Q2	$208K	Sell	1,505 -64	-4%	-$8.64K	﹤0.01%	937
2025 Q1	$251K	Sell	1,569 -210	-12%	-$30.9K	﹤0.01%	818
2024 Q4	$237K	Buy	+1,779	New	+$248K	﹤0.01%	845
2024 Q3	–	Sell	-1,389	Closed	-$205K	–	1250
2024 Q2	$205K	Buy	+1,389	New	+$213K	﹤0.01%	730

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 $4.82B AUM 20.19% 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 $6.53B AUM 20.48% 1-Year Est. Return

Aptus Capital Advisors's HES Position: Q3 2025 in Review

Aptus Capital Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 1,505 shares — an estimated $208K sold.

Aptus Capital Advisors first reported a position in HES in Q2 2024 and held it in 4 quarters. The position peaked at $251K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Aptus Capital Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Aptus Capital Advisors sold 1,505 Hess shares in Q3 2025, an estimated $208K.
Aptus Capital Advisors first reported a position in Hess in Q2 2024 and held it in 4 quarters.
Aptus Capital Advisors's Hess position peaked at $251K in Q1 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Aptus Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.