CWP
HES

Clark Wealth Partners’s Hess HES Stock Holding History

Clark Wealth Partners’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
-14
Closed -$1.94K – 599
2025
Q2 		$1.94K Sell
14
-3
-18% -$405 ﹤0.01% 388
2025
Q1 		$2.71K Hold
17
– – ﹤0.01% 336
2024
Q4 		$2.26K Buy
+17
New +$2.37K ﹤0.01% 334

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

Clark Wealth Partners's HES Position: Q3 2025 in Review

Clark Wealth Partners sold out of Hess (HES) in Q3 2025, closing a stake of 14 shares — an estimated $1.94K sold.

Clark Wealth Partners first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $2.71K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Clark Wealth Partners reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Clark Wealth Partners sold 14 Hess shares in Q3 2025, an estimated $1.94K.
  • Clark Wealth Partners first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • Clark Wealth Partners's Hess position peaked at $2.71K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Clark Wealth Partners's 13F filing for Q3 2025, filed 4 Feb 2026.