Creative Planning
HES

Creative Planning’s Hess HES Stock Holding History

Creative Planning’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
2015
Q1 		– Sell
-1,000
Closed -$2K – 4297
2014
Q4 		$2K Hold
1,000
– – ﹤0.01% 3818
2014
Q3 		$8K Buy
+1,000
New +$98.9K ﹤0.01% 3063

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Creative Planning's HES Position: Q3 2025 in Review

Creative Planning sold out of Hess (HES) in Q3 2025, closing a stake of 28,258 shares — an estimated $3.91M sold.

Creative Planning first reported a position in HES in Q2 2013 and held it in 49 quarters. The position peaked at $4.66M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Creative Planning reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 28,258 Hess shares in Q3 2025, an estimated $3.91M.
  • Creative Planning first reported a position in Hess in Q2 2013 and held it in 49 quarters.
  • Creative Planning's Hess position peaked at $4.66M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.