HIA
HES

Harbor Investment Advisory’s Hess HES Stock Holding History

Harbor Investment Advisory’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
-72
Closed -$9.97K – 1196
2025
Q2 		$9.97K Hold
72
– – ﹤0.01% 887
2025
Q1 		$11.5K Hold
72
– – ﹤0.01% 846
2024
Q4 		$9.58K Hold
72
– – ﹤0.01% 877
2024
Q3 		$9.78K Sell
72
-2
-3% -$278 ﹤0.01% 874
2024
Q2 		$10.9K Sell
74
-248
-77% -$38K ﹤0.01% 839
2024
Q1 		$49.1K Sell
322
-100
-24% -$14.5K 0.01% 587
2023
Q4 		$60.8K Buy
422
+350
+486% +$51.3K 0.01% 529
2023
Q3 		$11K Sell
72
-3
-4% -$452 ﹤0.01% 801
2023
Q2 		$10.2K Buy
75
+3
+4% +$411 ﹤0.01% 1022
2023
Q1 		$9.53K Buy
+72
New +$10K ﹤0.01% 1039
2020
Q3 		– Sell
-891
Closed -$42.3K – 1182
2020
Q2 		$46K Hold
891
– – 0.01% 459
2020
Q1 		$30K Buy
891
+890
+89,000% +$48.2K 0.01% 497
2019
Q4 		$0 Buy
+1
New +$65 ﹤0.01% 902

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

Harbor Investment Advisory's HES Position: Q3 2025 in Review

Harbor Investment Advisory sold out of Hess (HES) in Q3 2025, closing a stake of 72 shares — an estimated $9.97K sold.

Harbor Investment Advisory first reported a position in HES in Q4 2019 and held it in 13 quarters. The position peaked at $60.8K in Q4 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Harbor Investment Advisory reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Harbor Investment Advisory sold 72 Hess shares in Q3 2025, an estimated $9.97K.
  • Harbor Investment Advisory first reported a position in Hess in Q4 2019 and held it in 13 quarters.
  • Harbor Investment Advisory's Hess position peaked at $60.8K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Harbor Investment Advisory's 13F filing for Q3 2025, filed 27 Oct 2025.