Highline Wealth Partners’s Hess HES Stock Holding History

Highline Wealth 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	-28	Closed	-$3.88K	–	1105
2025 Q2	$3.88K	Sell	28 -11	-28%	-$1.49K	﹤0.01%	507
2025 Q1	$6.23K	Buy	39 +31	+388%	+$4.56K	﹤0.01%	379
2024 Q4	$1.06K	Hold	8	–	–	﹤0.01%	523
2024 Q3	$1.09K	Sell	8 -3	-27%	-$417	﹤0.01%	504
2024 Q2	$1.62K	Buy	+11	New	+$1.69K	﹤0.01%	420

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Highline Wealth Partners's HES Position: Q3 2025 in Review

Highline Wealth Partners sold out of Hess (HES) in Q3 2025, closing a stake of 28 shares — an estimated $3.88K sold.

Highline Wealth Partners first reported a position in HES in Q2 2024 and held it in 5 quarters. The position peaked at $6.23K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Highline Wealth Partners reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Highline Wealth Partners sold 28 Hess shares in Q3 2025, an estimated $3.88K.
Highline Wealth Partners first reported a position in Hess in Q2 2024 and held it in 5 quarters.
Highline Wealth Partners's Hess position peaked at $6.23K in Q1 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Highline Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.