DWM
HES

Darwin Wealth Management’s Hess HES Stock Holding History

Darwin Wealth Management’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
-46
Closed -$6.48K – 623
2025
Q2 		$6.48K Hold
46
– – ﹤0.01% 388
2025
Q1 		$6.18K Hold
46
– – ﹤0.01% 418
2024
Q4 		$6.18K Hold
46
– – ﹤0.01% 418
2024
Q3 		$6.28K Buy
+46
New +$6.4K ﹤0.01% 427

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 $4.82B AUM 20.19% 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

Darwin Wealth Management's HES Position: Q3 2025 in Review

Darwin Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 46 shares — an estimated $6.48K sold.

Darwin Wealth Management first reported a position in HES in Q3 2024 and held it in 4 quarters. The position peaked at $6.48K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Darwin Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 46 Hess shares in Q3 2025, an estimated $6.48K.
  • Darwin Wealth Management first reported a position in Hess in Q3 2024 and held it in 4 quarters.
  • Darwin Wealth Management's Hess position peaked at $6.48K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Darwin Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.