Forum Financial Management
HES icon

Forum Financial Management’s Hess HES Stock Holding History

Forum Financial 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
-3,733
Closed -$517K – 1034
2025
Q2 		$517K Buy
3,733
+389
+12% +$52.5K 0.01% 395
2025
Q1 		$534K Buy
3,344
+212
+7% +$31.2K 0.01% 343
2024
Q4 		$417K Sell
3,132
-145
-4% -$20.2K 0.01% 457
2024
Q3 		$445K Sell
3,277
-112
-3% -$15.6K 0.01% 369
2024
Q2 		$500K Buy
3,389
+421
+14% +$64.5K 0.01% 305
2024
Q1 		$453K Hold
2,968
– – 0.01% 356
2023
Q4 		$428K Buy
2,968
+137
+5% +$20.1K 0.01% 337
2023
Q3 		$433K Hold
2,831
– – 0.01% 318
2023
Q2 		$385K Buy
2,831
+28
+1% +$3.83K 0.01% 360
2023
Q1 		$371K Hold
2,803
– – 0.01% 340
2022
Q4 		$398K Hold
2,803
– – 0.01% 311
2022
Q3 		$305K Hold
2,803
– – 0.01% 336
2022
Q2 		$297K Hold
2,803
– – 0.02% 363
2022
Q1 		$300K Hold
2,803
– – 0.01% 393
2021
Q4 		$208K Buy
+2,803
New +$227K 0.01% 607

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
Brooklyn Investment Group
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IFP Advisors
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
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Forum Financial Management's HES Position: Q3 2025 in Review

Forum Financial Management sold out of Hess (HES) in Q3 2025, closing a stake of 3,733 shares — an estimated $517K sold.

Forum Financial Management first reported a position in HES in Q4 2021 and held it in 15 quarters. The position peaked at $534K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Forum Financial Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 3,733 Hess shares in Q3 2025, an estimated $517K.
  • Forum Financial Management first reported a position in Hess in Q4 2021 and held it in 15 quarters.
  • Forum Financial Management's Hess position peaked at $534K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.