BGAI
HES

Bruce G. Allen Investments’s Hess HES Stock Holding History

Bruce G. Allen Investments’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
-319
Closed -$44.2K – 1091
2025
Q2 		$44.2K Buy
319
+5
+2% +$675 0.03% 271
2025
Q1 		$50.2K Sell
314
-12
-4% -$1.76K 0.04% 256
2024
Q4 		$43.4K Sell
326
-6
-2% -$838 0.04% 280
2024
Q3 		$45.1K Buy
332
+19
+6% +$2.64K 0.04% 279
2024
Q2 		$46.2K Sell
313
-12
-4% -$1.84K 0.04% 251
2024
Q1 		$49.6K Buy
325
+16
+5% +$2.32K 0.04% 242
2023
Q4 		$44.5K Buy
+309
New +$45.3K 0.04% 251

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

Bruce G. Allen Investments's HES Position: Q3 2025 in Review

Bruce G. Allen Investments sold out of Hess (HES) in Q3 2025, closing a stake of 319 shares — an estimated $44.2K sold.

Bruce G. Allen Investments first reported a position in HES in Q4 2023 and held it in 7 quarters. The position peaked at $50.2K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Bruce G. Allen Investments reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 319 Hess shares in Q3 2025, an estimated $44.2K.
  • Bruce G. Allen Investments first reported a position in Hess in Q4 2023 and held it in 7 quarters.
  • Bruce G. Allen Investments's Hess position peaked at $50.2K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Bruce G. Allen Investments's 13F filing for Q3 2025, filed 30 Oct 2025.