BCWM
HES

Bartlett & Co Wealth Management’s Hess HES Stock Holding History

Bartlett & Co Wealth Management’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
-602
Closed -$83.4K – 1241
2025
Q2 		$83.4K Buy
602
+1
+0.2% +$135 ﹤0.01% 584
2025
Q1 		$96K Buy
601
+1
+0.2% +$147 ﹤0.01% 551
2024
Q4 		$79.8K Hold
600
– – ﹤0.01% 569
2024
Q3 		$81.5K Hold
600
– – ﹤0.01% 573
2024
Q2 		$88.5K Sell
600
-34
-5% -$5.21K ﹤0.01% 571
2024
Q1 		$96.8K Buy
634
+34
+6% +$4.94K ﹤0.01% 562
2023
Q4 		$87.1K Hold
600
– – ﹤0.01% 595
2023
Q3 		$91.8K Hold
600
– – ﹤0.01% 558
2023
Q2 		$81.6K Buy
+600
New +$82.1K ﹤0.01% 572
2022
Q3 		– Sell
-45
Closed -$4.77K – 1228
2022
Q2 		$4.77K Buy
+45
New +$5.09K ﹤0.01% 1024
2021
Q3 		– Sell
-13
Closed -$1.14K – 994
2021
Q2 		$1.14K Hold
13
– – ﹤0.01% 934
2021
Q1 		$920 Hold
13
– – ﹤0.01% 992
2020
Q4 		$686 Buy
+13
New +$591 ﹤0.01% 1110
2020
Q2 		– Sell
-156
Closed -$5.2K – 865
2020
Q1 		$5.2K Buy
+156
New +$8.44K ﹤0.01% 717
2019
Q4 		– Sell
-1,000
Closed -$60.5K – 871
2019
Q3 		$60.5K Buy
+1,000
New +$62.3K ﹤0.01% 489

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

Bartlett & Co Wealth Management's HES Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 602 shares — an estimated $83.4K sold.

Bartlett & Co Wealth Management first reported a position in HES in Q3 2019 and held it in 15 quarters. The position peaked at $96.8K in Q1 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 602 Hess shares in Q3 2025, an estimated $83.4K.
  • Bartlett & Co Wealth Management first reported a position in Hess in Q3 2019 and held it in 15 quarters.
  • Bartlett & Co Wealth Management's Hess position peaked at $96.8K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.