AWE
HES

Avidian Wealth Enterprises’s Hess HES Stock Holding History

Avidian Wealth Enterprises’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
-1,483
Closed -$206K – 593
2025
Q2 		$206K Buy
1,483
+6
+0.4% +$810 0.01% 529
2025
Q1 		$236K Buy
+1,477
New +$217K 0.01% 472
2024
Q2 		– Sell
-1,348
Closed -$206K – 509
2024
Q1 		$206K Buy
+1,348
New +$196K 0.01% 419
2023
Q2 		– Sell
-2,913
Closed -$386K – 446
2023
Q1 		$386K Sell
2,913
-37
-1% -$5.15K 0.02% 338
2022
Q4 		$418K Sell
2,950
-296
-9% -$40.7K 0.03% 301
2022
Q3 		$354K Buy
3,246
+342
+12% +$37.9K 0.03% 294
2022
Q2 		$308K Buy
2,904
+116
+4% +$13.1K 0.02% 345
2022
Q1 		$298K Buy
+2,788
New +$264K 0.02% 387
2018
Q4 		– Sell
-7,932
Closed -$568K – 104
2018
Q3 		$568K Buy
+7,932
New +$523K 0.18% 51

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Avidian Wealth Enterprises's HES Position: Q3 2025 in Review

Avidian Wealth Enterprises sold out of Hess (HES) in Q3 2025, closing a stake of 1,483 shares — an estimated $206K sold.

Avidian Wealth Enterprises first reported a position in HES in Q3 2018 and held it in 9 quarters. The position peaked at $568K in Q3 2018. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Avidian Wealth Enterprises reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 1,483 Hess shares in Q3 2025, an estimated $206K.
  • Avidian Wealth Enterprises first reported a position in Hess in Q3 2018 and held it in 9 quarters.
  • Avidian Wealth Enterprises's Hess position peaked at $568K in Q3 2018.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2025, filed 30 Oct 2025.