HWM
HES

Hemington Wealth Management’s Hess HES Stock Holding History

Hemington 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
-459
Closed -$63K – 1611
2025
Q2 		$63K Sell
459
-9
-2% -$1.22K 0.01% 291
2025
Q1 		$74K Buy
468
+113
+32% +$16.6K 0.01% 254
2024
Q4 		$47K Buy
355
+50
+16% +$6.98K 0.01% 319
2024
Q3 		$41K Buy
+305
New +$42.4K 0.01% 336

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

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

Hemington Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 459 shares — an estimated $63K sold.

Hemington Wealth Management first reported a position in HES in Q3 2024 and held it in 4 quarters. The position peaked at $74K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Hemington Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Hemington Wealth Management sold 459 Hess shares in Q3 2025, an estimated $63K.
  • Hemington Wealth Management first reported a position in Hess in Q3 2024 and held it in 4 quarters.
  • Hemington Wealth Management's Hess position peaked at $74K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.