HWM
HES

HB Wealth Management’s Hess HES Stock Holding History

HB 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
-6,268
Closed -$868K – 1355
2025
Q2 		$868K Sell
6,268
-10,850
-63% -$1.46M 0.01% 575
2025
Q1 		$2.73M Buy
17,118
+958
+6% +$141K 0.02% 321
2024
Q4 		$2.15M Buy
16,160
+984
+6% +$137K 0.02% 271
2024
Q3 		$2.06M Buy
15,176
+547
+4% +$76.1K 0.02% 275
2024
Q2 		$2.16M Buy
14,629
+87
+0.6% +$13.3K 0.03% 251
2024
Q1 		$2.22M Buy
14,542
+693
+5% +$101K 0.03% 227
2023
Q4 		$2M Buy
13,849
+119
+0.9% +$17.4K 0.03% 228
2023
Q3 		$2.1M Buy
13,730
+641
+5% +$96.5K 0.03% 203
2023
Q2 		$1.78M Buy
13,089
+198
+2% +$27.1K 0.03% 220
2023
Q1 		$1.71M Buy
12,891
+3
+0% +$418 0.03% 215
2022
Q4 		$1.83M Buy
+12,888
New +$1.77M 0.03% 206
2022
Q2 		– Sell
-11,559
Closed -$1.24M – 596
2022
Q1 		$1.24M Buy
+11,559
New +$1.1M 0.02% 243

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 $6.52B AUM 20.48% 1-Year Est. Return