BFPW
HES

BOK Financial Private Wealth’s Hess HES Stock Holding History

BOK Financial Private Wealth’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
-91
Closed -$12.6K – 409
2025
Q2 		$12.6K Sell
91
-3,583
-98% -$484K ﹤0.01% 345
2025
Q1 		$587K Sell
3,674
-276
-7% -$40.6K 0.04% 115
2024
Q4 		$525K Sell
3,950
-1,259
-24% -$176K 0.04% 123
2024
Q3 		$707K Sell
5,209
-1,153
-18% -$160K 0.05% 117
2024
Q2 		$939K Sell
6,362
-104
-2% -$15.9K 0.07% 105
2024
Q1 		$987K Sell
6,466
-244
-4% -$35.4K 0.07% 102
2023
Q4 		$967K Buy
+6,710
New +$984K 0.08% 97

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

BOK Financial Private Wealth's HES Position: Q3 2025 in Review

BOK Financial Private Wealth sold out of Hess (HES) in Q3 2025, closing a stake of 91 shares — an estimated $12.6K sold.

BOK Financial Private Wealth first reported a position in HES in Q4 2023 and held it in 7 quarters. The position peaked at $987K in Q1 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • BOK Financial Private Wealth reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 91 Hess shares in Q3 2025, an estimated $12.6K.
  • BOK Financial Private Wealth first reported a position in Hess in Q4 2023 and held it in 7 quarters.
  • BOK Financial Private Wealth's Hess position peaked at $987K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on BOK Financial Private Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.