Envestnet Portfolio Solutions
HES

Envestnet Portfolio Solutions’s Hess HES Stock Holding History

Envestnet Portfolio Solutions’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
-2,808
Closed -$389K – 1504
2025
Q2 		$389K Sell
2,808
-438
-13% -$59.1K ﹤0.01% 1223
2025
Q1 		$518K Sell
3,246
-440
-12% -$64.7K ﹤0.01% 1036
2024
Q4 		$490K Sell
3,686
-3,180
-46% -$444K ﹤0.01% 1253
2024
Q3 		$932K Buy
6,866
+30
+0.4% +$4.17K ﹤0.01% 931
2024
Q2 		$1.01M Buy
6,836
+4,911
+255% +$753K ﹤0.01% 855
2024
Q1 		$294K Sell
1,925
-437
-19% -$63.5K ﹤0.01% 1368
2023
Q4 		$340K Sell
2,362
-420
-15% -$61.6K ﹤0.01% 1232
2023
Q3 		$426K Buy
+2,782
New +$419K ﹤0.01% 1054

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

Envestnet Portfolio Solutions's HES Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Hess (HES) in Q3 2025, closing a stake of 2,808 shares — an estimated $389K sold.

Envestnet Portfolio Solutions first reported a position in HES in Q3 2023 and held it in 8 quarters. The position peaked at $1.01M in Q2 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,808 Hess shares in Q3 2025, an estimated $389K.
  • Envestnet Portfolio Solutions first reported a position in Hess in Q3 2023 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's Hess position peaked at $1.01M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.