Farmers & Merchants Investments Inc’s Hess HES Stock Holding History

Farmers & Merchants Investments Inc’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	-803	Closed	-$111K	–	1753
2025 Q2	$111K	Sell	803 -38	-5%	-$5.13K	﹤0.01%	355
2025 Q1	$134K	Sell	841 -14	-2%	-$2.06K	﹤0.01%	340
2024 Q4	$114K	Hold	855	–	–	﹤0.01%	361
2024 Q3	$116K	Hold	855	–	–	﹤0.01%	362
2024 Q2	$126K	Hold	855	–	–	﹤0.01%	339
2024 Q1	$131K	Buy	855 +80	+10%	+$11.6K	﹤0.01%	322
2023 Q4	$112K	Hold	775	–	–	﹤0.01%	327
2023 Q3	$119K	Hold	775	–	–	﹤0.01%	320
2023 Q2	$105K	Hold	775	–	–	﹤0.01%	337
2023 Q1	$103K	Hold	775	–	–	﹤0.01%	334
2022 Q4	$110K	Hold	775	–	–	﹤0.01%	328
2022 Q3	$84K	Buy	775 +35	+5%	+$3.88K	﹤0.01%	357
2022 Q2	$78K	Hold	740	–	–	﹤0.01%	355
2022 Q1	$79K	Buy	740 +5	+0.7%	+$474	﹤0.01%	372
2021 Q4	$54K	Hold	735	–	–	﹤0.01%	412
2021 Q3	$57K	Hold	735	–	–	﹤0.01%	388
2021 Q2	$64K	Buy	735 +10	+1%	+$807	﹤0.01%	335
2021 Q1	$51K	Hold	725	–	–	﹤0.01%	335
2020 Q4	$38K	Hold	725	–	–	﹤0.01%	361
2020 Q3	$30K	Hold	725	–	–	﹤0.01%	376
2020 Q2	$38K	Buy	725 +10	+1%	+$458	﹤0.01%	339
2020 Q1	$24K	Hold	715	–	–	﹤0.01%	364
2019 Q4	$48K	Buy	715 +5	+0.7%	+$327	﹤0.01%	325
2019 Q3	$43K	Buy	710 +4	+0.6%	+$249	﹤0.01%	334
2019 Q2	$45K	Hold	706	–	–	﹤0.01%	334
2019 Q1	$43K	Buy	706 +7	+1%	+$385	﹤0.01%	332
2018 Q4	$28K	Hold	699	–	–	﹤0.01%	358
2018 Q3	$50K	Buy	699 +6	+0.9%	+$396	﹤0.01%	321
2018 Q2	$46K	Hold	693	–	–	﹤0.01%	334
2018 Q1	$35K	Hold	693	–	–	﹤0.01%	359
2017 Q4	$33K	Buy	693 +23	+3%	+$1.04K	﹤0.01%	366
2017 Q3	$31K	Buy	670 +25	+4%	+$1.06K	﹤0.01%	367
2017 Q2	$28K	Buy	645 +55	+9%	+$2.57K	﹤0.01%	395
2017 Q1	$28K	Hold	590	–	–	﹤0.01%	364
2016 Q4	$37K	Hold	590	–	–	﹤0.01%	368
2016 Q3	$32K	Hold	590	–	–	﹤0.01%	325
2016 Q2	$35K	Hold	590	–	–	﹤0.01%	299
2016 Q1	$31K	Hold	590	–	–	﹤0.01%	308
2015 Q4	$29K	Hold	590	–	–	﹤0.01%	331
2015 Q3	$30K	Hold	590	–	–	﹤0.01%	326
2015 Q2	$39K	Hold	590	–	–	0.01%	307
2015 Q1	$40K	Hold	590	–	–	0.01%	306
2014 Q4	$44K	Hold	590	–	–	0.01%	296
2014 Q3	$56K	Hold	590	–	–	0.01%	274
2014 Q2	$58K	Hold	590	–	–	0.01%	277
2014 Q1	$49K	Hold	590	–	–	0.01%	285
2013 Q4	$49K	Hold	590	–	–	0.01%	288
2013 Q3	$46K	Hold	590	–	–	0.01%	287
2013 Q2	$39K	Buy	+590	New	+$40.8K	0.01%	300

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Farmers & Merchants Investments Inc's HES Position: Q3 2025 in Review

Farmers & Merchants Investments Inc sold out of Hess (HES) in Q3 2025, closing a stake of 803 shares — an estimated $111K sold.

Farmers & Merchants Investments Inc first reported a position in HES in Q2 2013 and held it in 49 quarters. The position peaked at $134K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Farmers & Merchants Investments Inc reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 803 Hess shares in Q3 2025, an estimated $111K.
Farmers & Merchants Investments Inc first reported a position in Hess in Q2 2013 and held it in 49 quarters.
Farmers & Merchants Investments Inc's Hess position peaked at $134K in Q1 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2025, filed 17 Oct 2025.