HighTower Advisors’s Hess HES Stock Holding History

HighTower Advisors’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
2017 Q2	–	Sell	-800	Closed	-$5K	–	2264
2017 Q1	$5K	Buy	+800	New	+$42.4K	﹤0.01%	2039
2014 Q3	–	Sell	-16,300	Closed	-$96K	–	1594
2014 Q2	$96K	Buy	16,300 +400	+3%	+$36.1K	﹤0.01%	1478
2014 Q1	$29K	Hold	15,900	–	–	﹤0.01%	1464
2013 Q4	$59K	Buy	15,900 +3,200	+25%	+$260K	﹤0.01%	1412
2013 Q3	$37K	Buy	+12,700	New	+$946K	﹤0.01%	1257

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 $5.54B AUM 27.43% 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

HighTower Advisors's HES Position: Q3 2025 in Review

HighTower Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 23,639 shares — an estimated $3.27M sold.

HighTower Advisors first reported a position in HES in Q2 2013 and held it in 49 quarters. The position peaked at $11.5M in Q2 2014. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

HighTower Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
HighTower Advisors sold 23,639 Hess shares in Q3 2025, an estimated $3.27M.
HighTower Advisors first reported a position in Hess in Q2 2013 and held it in 49 quarters.
HighTower Advisors's Hess position peaked at $11.5M in Q2 2014.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.