HWM
HES icon

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 $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

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

HB Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 6,268 shares — an estimated $868K sold.

HB Wealth Management first reported a position in HES in Q1 2022 and held it in 12 quarters. The position peaked at $2.73M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • HB Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • HB Wealth Management sold 6,268 Hess shares in Q3 2025, an estimated $868K.
  • HB Wealth Management first reported a position in Hess in Q1 2022 and held it in 12 quarters.
  • HB Wealth Management's Hess position peaked at $2.73M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on HB Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.