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Independent Advisor Alliance’s Hess HES Stock Holding History

Independent Advisor Alliance’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
-2,319
Closed -$321K – 961
2025
Q2 		$321K Buy
2,319
+202
+10% +$27.3K 0.01% 704
2025
Q1 		$338K Buy
2,117
+309
+17% +$45.4K 0.01% 627
2024
Q4 		$240K Buy
+1,808
New +$252K ﹤0.01% 1229
2024
Q2 		– Sell
-1,729
Closed -$264K – 721
2024
Q1 		$264K Sell
1,729
-107
-6% -$15.5K 0.01% 604
2023
Q4 		$265K Hold
1,836
– – 0.01% 578
2023
Q3 		$281K Buy
1,836
+148
+9% +$22.3K 0.01% 531
2023
Q2 		$229K Sell
1,688
-104
-6% -$14.2K 0.01% 584
2023
Q1 		$237K Buy
+1,792
New +$249K 0.01% 573
2022
Q2 		– Sell
-2,145
Closed -$230K – 659
2022
Q1 		$230K Buy
+2,145
New +$203K 0.01% 574

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

Independent Advisor Alliance's HES Position: Q3 2025 in Review

Independent Advisor Alliance sold out of Hess (HES) in Q3 2025, closing a stake of 2,319 shares — an estimated $321K sold.

Independent Advisor Alliance first reported a position in HES in Q1 2022 and held it in 9 quarters. The position peaked at $338K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Independent Advisor Alliance reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,319 Hess shares in Q3 2025, an estimated $321K.
  • Independent Advisor Alliance first reported a position in Hess in Q1 2022 and held it in 9 quarters.
  • Independent Advisor Alliance's Hess position peaked at $338K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Independent Advisor Alliance's 13F filing for Q3 2025, filed 4 Nov 2025.