FIM
HES

Freedom Investment Management’s Hess HES Stock Holding History

Freedom 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
-1,659
Closed -$230K – 372
2025
Q2 		$230K Sell
1,659
-17
-1% -$2.29K 0.02% 670
2025
Q1 		$268K Sell
1,676
-97
-5% -$14.3K 0.02% 626
2024
Q4 		$236K Buy
1,773
+9
+0.5% +$1.26K 0.02% 679
2024
Q3 		$240K Sell
1,764
-395
-18% -$54.9K 0.02% 662
2024
Q2 		$318K Buy
2,159
+208
+11% +$31.9K 0.03% 575
2024
Q1 		$298K Sell
1,951
-718
-27% -$104K 0.02% 606
2023
Q4 		$385K Sell
2,669
-193
-7% -$28.3K 0.03% 507
2023
Q3 		$438K Sell
2,862
-2,860
-50% -$431K 0.05% 398
2023
Q2 		$778K Sell
5,722
-353
-6% -$48.3K 0.09% 294
2023
Q1 		$804K Sell
6,075
-979
-14% -$136K 0.09% 286
2022
Q4 		$1M Sell
7,054
-227
-3% -$31.2K 0.11% 248
2022
Q3 		$794K Sell
7,281
-283
-4% -$31.4K 0.09% 284
2022
Q2 		$801K Sell
7,564
-409
-5% -$46.3K 0.09% 305
2022
Q1 		$853K Buy
7,973
+2,063
+35% +$196K 0.08% 330
2021
Q4 		$438K Buy
5,910
+831
+16% +$67.4K 0.03% 565
2021
Q3 		$397K Buy
5,079
+629
+14% +$46.3K 0.03% 573
2021
Q2 		$389K Sell
4,450
-28
-0.6% -$2.26K 0.03% 616
2021
Q1 		$317K Sell
4,478
-316
-7% -$20.2K 0.02% 657
2020
Q4 		$253K Buy
+4,794
New +$218K 0.03% 513
2018
Q4 		– Sell
-4,514
Closed -$296K – 823
2018
Q3 		$296K Buy
4,514
+186
+4% +$12.3K 0.02% 705
2018
Q2 		$290K Buy
+4,328
New +$259K 0.02% 770

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

Freedom Investment Management's HES Position: Q3 2025 in Review

Freedom Investment Management sold out of Hess (HES) in Q3 2025, closing a stake of 1,659 shares — an estimated $230K sold.

Freedom Investment Management first reported a position in HES in Q2 2018 and held it in 21 quarters. The position peaked at $1M in Q4 2022. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Freedom Investment Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,659 Hess shares in Q3 2025, an estimated $230K.
  • Freedom Investment Management first reported a position in Hess in Q2 2018 and held it in 21 quarters.
  • Freedom Investment Management's Hess position peaked at $1M in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.