FAIM
HES

Financial Advocates Investment Management’s Hess HES Stock Holding History

Financial Advocates Investment 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
-2,520
Closed -$349K – 286
2025
Q2 		$349K Buy
+2,520
New +$340K 0.03% 462

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 $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 $7.49B AUM 24.82% 1-Year Est. Return

Financial Advocates Investment Management's HES Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Hess (HES) in Q3 2025, closing a stake of 2,520 shares — an estimated $349K sold.

Financial Advocates Investment Management first reported a position in HES in Q2 2025 and held it in 1 quarter. The position peaked at $349K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,520 Hess shares in Q3 2025, an estimated $349K.
  • Financial Advocates Investment Management first reported a position in Hess in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's Hess position peaked at $349K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.