FWM
HES

FSA Wealth Management’s Hess HES Stock Holding History

FSA Wealth 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
-52
Closed -$7.2K – 578
2025
Q2 		$7.2K Hold
52
– – ﹤0.01% 338
2025
Q1 		$8.31K Hold
52
– – ﹤0.01% 295
2024
Q4 		$6.92K Sell
52
-224
-81% -$31.3K ﹤0.01% 342
2024
Q3 		$37.5K Buy
+276
New +$38.4K 0.02% 183
2024
Q1 		$7.94K Hold
52
– – ﹤0.01% 366
2023
Q4 		$7K Buy
+52
New +$7.62K ﹤0.01% 371

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

FSA Wealth Management's HES Position: Q3 2025 in Review

FSA Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 52 shares — an estimated $7.2K sold.

FSA Wealth Management first reported a position in HES in Q4 2023 and held it in 6 quarters. The position peaked at $37.5K in Q3 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • FSA Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • FSA Wealth Management sold 52 Hess shares in Q3 2025, an estimated $7.2K.
  • FSA Wealth Management first reported a position in Hess in Q4 2023 and held it in 6 quarters.
  • FSA Wealth Management's Hess position peaked at $37.5K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.