FAM
HES

Formidable Asset Management’s Hess HES Stock Holding History

Formidable Asset 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
-2,695
Closed -$373K – 401
2025
Q2 		$373K Sell
2,695
-859
-24% -$116K 0.06% 278
2025
Q1 		$568K Sell
3,554
-231
-6% -$34K 0.09% 210
2024
Q4 		$503K Sell
3,785
-77
-2% -$10.8K 0.08% 225
2024
Q3 		$524K Sell
3,862
-76
-2% -$10.6K 0.08% 217
2024
Q2 		$581K Sell
3,938
-505
-11% -$77.4K 0.09% 207
2024
Q1 		$678K Buy
+4,443
New +$645K 0.11% 195
2015
Q4 		– Sell
-5,495
Closed -$275K – 583
2015
Q3 		$275K Buy
+5,495
New +$315K 0.18% 115

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

Formidable Asset Management's HES Position: Q3 2025 in Review

Formidable Asset Management sold out of Hess (HES) in Q3 2025, closing a stake of 2,695 shares — an estimated $373K sold.

Formidable Asset Management first reported a position in HES in Q3 2015 and held it in 7 quarters. The position peaked at $678K in Q1 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Formidable Asset Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Formidable Asset Management sold 2,695 Hess shares in Q3 2025, an estimated $373K.
  • Formidable Asset Management first reported a position in Hess in Q3 2015 and held it in 7 quarters.
  • Formidable Asset Management's Hess position peaked at $678K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Formidable Asset Management's 13F filing for Q3 2025, filed 29 Oct 2025.