IAA
HES

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 $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