FFM
HES

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 $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 $4.82B AUM 20.19% 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