DWM
HES

Dogwood Wealth Management’s Hess HES Stock Holding History

Dogwood 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
-32
Closed -$4.81K – 772
2025
Q2 		$4.81K Buy
32
+15
+88% +$2.02K ﹤0.01% 441
2025
Q1 		$2.71K Buy
+17
New +$2.5K ﹤0.01% 302
2024
Q3 		– Hold
0
– – – 358
2024
Q2 		– Hold
0
– – – 387
2024
Q1 		– Hold
0
– – – 391
2023
Q4 		– Hold
0
– – – 389

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

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

Dogwood Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 32 shares — an estimated $4.81K sold.

Dogwood Wealth Management first reported a position in HES in Q1 2025 and held it in 2 quarters. The position peaked at $4.81K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Dogwood Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 32 Hess shares in Q3 2025, an estimated $4.81K.
  • Dogwood Wealth Management first reported a position in Hess in Q1 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's Hess position peaked at $4.81K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Dogwood Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.