BOA
HES

Birnam Oak Advisors’s Hess HES Stock Holding History

Birnam Oak 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
-350,270
Closed -$48.5M – 38
2025
Q2 		$48.5M Buy
350,270
+129,960
+59% +$17.5M 14.34% 1
2025
Q1 		$35.2M Buy
220,310
+85,000
+63% +$12.5M 6.37% 4
2024
Q4 		$18M Buy
+135,310
New +$18.9M 8.73% 4

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 $5.54B AUM 27.43% 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 $7.49B AUM 24.82% 1-Year Est. Return

Birnam Oak Advisors's HES Position: Q3 2025 in Review

Birnam Oak Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 350,270 shares — an estimated $48.5M sold.

Birnam Oak Advisors first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $48.5M in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Birnam Oak Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Birnam Oak Advisors sold 350,270 Hess shares in Q3 2025, an estimated $48.5M.
  • Birnam Oak Advisors first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • Birnam Oak Advisors's Hess position peaked at $48.5M in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Birnam Oak Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.