EF
HES

Empirical Finance’s Hess HES Stock Holding History

Empirical Finance’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
-16,772
Closed -$2.32M – 511
2025
Q2 		$2.32M Buy
16,772
+7,211
+75% +$974K 0.12% 160
2025
Q1 		$1.53M Buy
9,561
+230
+2% +$33.8K 0.09% 205
2024
Q4 		$1.24M Sell
9,331
-102
-1% -$14.2K 0.07% 229
2024
Q3 		$1.28M Buy
9,433
+199
+2% +$27.7K 0.07% 231
2024
Q2 		$1.36M Sell
9,234
-675
-7% -$103K 0.09% 195
2024
Q1 		$1.51M Buy
9,909
+334
+3% +$48.5K 0.09% 199
2023
Q4 		$1.38M Buy
9,575
+62
+0.7% +$9.09K 0.1% 192
2023
Q3 		$1.46M Buy
9,513
+911
+11% +$137K 0.11% 172
2023
Q2 		$1.17M Buy
8,602
+995
+13% +$136K 0.09% 204
2023
Q1 		$1.01M Buy
7,607
+374
+5% +$52.1K 0.09% 208
2022
Q4 		$1.03M Buy
7,233
+579
+9% +$79.5K 0.11% 185
2022
Q3 		$725K Buy
6,654
+1,126
+20% +$125K 0.09% 224
2022
Q2 		$586K Buy
5,528
+301
+6% +$34K 0.07% 248
2022
Q1 		$559K Buy
5,227
+1,073
+26% +$102K 0.06% 289
2021
Q4 		$308K Buy
4,154
+793
+24% +$64.3K 0.04% 402
2021
Q3 		$263K Buy
3,361
+205
+6% +$15.1K 0.04% 367
2021
Q2 		$276K Buy
+3,156
New +$255K 0.05% 340
2017
Q1 		– Sell
-139
Closed -$9K – 294
2016
Q4 		$9K Buy
+139
New +$7.6K 0.01% 398

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

Empirical Finance's HES Position: Q3 2025 in Review

Empirical Finance sold out of Hess (HES) in Q3 2025, closing a stake of 16,772 shares — an estimated $2.32M sold.

Empirical Finance first reported a position in HES in Q4 2016 and held it in 18 quarters. The position peaked at $2.32M in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Empirical Finance reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Empirical Finance sold 16,772 Hess shares in Q3 2025, an estimated $2.32M.
  • Empirical Finance first reported a position in Hess in Q4 2016 and held it in 18 quarters.
  • Empirical Finance's Hess position peaked at $2.32M in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Empirical Finance's 13F filing for Q3 2025, filed 13 Nov 2025.