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Global Retirement Partners’s Hess HES Stock Holding History

Global Retirement Partners’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
-645
Closed -$89.4K – 3940
2025
Q2 		$89.4K Buy
+645
New +$87.1K ﹤0.01% 1494
2024
Q4 		$81.2K Sell
611
-84
-12% -$11.7K ﹤0.01% 1379
2024
Q3 		$94.4K Sell
695
-18
-3% -$2.5K ﹤0.01% 1266
2024
Q2 		$105K Buy
713
+349
+96% +$53.5K ﹤0.01% 1171
2024
Q1 		$55.6K Buy
364
+208
+133% +$30.2K ﹤0.01% 1367
2023
Q4 		$21.6K Buy
156
+12
+8% +$1.76K ﹤0.01% 1723
2023
Q3 		$20.7K Buy
144
+10
+7% +$1.51K ﹤0.01% 1636
2023
Q2 		$18.2K Buy
134
+4
+3% +$547 ﹤0.01% 1701
2023
Q1 		$17.6K Sell
130
-3
-2% -$418 ﹤0.01% 1694
2022
Q4 		$18.9K Sell
133
-6
-4% -$824 ﹤0.01% 1509
2022
Q3 		$20K Buy
139
+118
+562% +$13.1K ﹤0.01% 1391
2022
Q2 		$2K Buy
21
+3
+17% +$339 ﹤0.01% 2206
2022
Q1 		$2K Buy
18
+10
+125% +$948 ﹤0.01% 2188
2021
Q4 		$1K Buy
8
+2
+33% +$162 ﹤0.01% 233
2021
Q3 		$0 Buy
6
+2
+50% +$147 ﹤0.01% 2019
2021
Q2 		$0 Buy
+4
New +$323 ﹤0.01% 1893
2020
Q2 		– Sell
-533
Closed -$18K – 1653
2020
Q1 		$18K Buy
533
+4
+0.8% +$216 ﹤0.01% 829
2019
Q4 		$35K Buy
529
+2
+0.4% +$131 0.01% 742
2019
Q3 		$32K Buy
527
+2
+0.4% +$125 0.01% 738
2019
Q2 		$33K Buy
+525
New +$32.5K 0.01% 720
2017
Q2 		– Sell
-23
Closed -$1K – 1151
2017
Q1 		$1K Buy
+23
New +$1.22K ﹤0.01% 1059

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
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 $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Global Retirement Partners's HES Position: Q3 2025 in Review

Global Retirement Partners sold out of Hess (HES) in Q3 2025, closing a stake of 645 shares — an estimated $89.4K sold.

Global Retirement Partners first reported a position in HES in Q1 2017 and held it in 21 quarters. The position peaked at $105K in Q2 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Global Retirement Partners reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 645 Hess shares in Q3 2025, an estimated $89.4K.
  • Global Retirement Partners first reported a position in Hess in Q1 2017 and held it in 21 quarters.
  • Global Retirement Partners's Hess position peaked at $105K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.