JPMIA
HES

J.P. Marvel Investment Advisors’s Hess HES Stock Holding History

J.P. Marvel Investment 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
2025
Q3 		– Sell
-20,615
Closed -$2.86M – 63
2025
Q2 		$2.86M Hold
20,615
– – 0.46% 40
2025
Q1 		$3.29M Sell
20,615
-22
-0.1% -$3.23K 0.57% 41
2024
Q4 		$2.74M Sell
20,637
-200
-1% -$27.9K 0.45% 40
2024
Q3 		$2.83M Sell
20,837
-95
-0.5% -$13.2K 0.46% 46
2024
Q2 		$3.09M Hold
20,932
– – 0.51% 44
2024
Q1 		$3.2M Sell
20,932
-845
-4% -$123K 0.55% 45
2023
Q4 		$3.14M Sell
21,777
-120
-0.5% -$17.6K 0.62% 41
2023
Q3 		$3.35M Hold
21,897
– – 0.72% 38
2023
Q2 		$2.98M Sell
21,897
-110
-0.5% -$15.1K 0.62% 40
2023
Q1 		$2.91M Hold
22,007
– – 0.66% 39
2022
Q4 		$3.12M Sell
22,007
-15
-0.1% -$2.06K 0.73% 37
2022
Q3 		$2.4M Hold
22,022
– – 0.61% 41
2022
Q2 		$2.33M Hold
22,022
– – 0.56% 41
2022
Q1 		$2.36M Buy
22,022
+352
+2% +$33.4K 0.48% 46
2021
Q4 		$1.6M Hold
21,670
– – 0.31% 50
2021
Q3 		$1.69M Hold
21,670
– – 0.51% 39
2021
Q2 		$1.89M Sell
21,670
-25
-0.1% -$2.02K 0.4% 51
2021
Q1 		$1.53M Buy
21,695
+920
+4% +$58.8K 0.36% 52
2020
Q4 		$1.1M Hold
20,775
– – 0.28% 54
2020
Q3 		$850K Sell
20,775
-270
-1% -$12.8K 0.24% 56
2020
Q2 		$1.09M Sell
21,045
-50
-0.2% -$2.29K 0.34% 48
2020
Q1 		$702K Buy
21,095
+940
+5% +$50.9K 0.27% 48
2019
Q4 		$1.35M Buy
+20,155
New +$1.32M 0.39% 49

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 $5.54B AUM 27.43% 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 $7.49B AUM 24.82% 1-Year Est. Return

J.P. Marvel Investment Advisors's HES Position: Q3 2025 in Review

J.P. Marvel Investment Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 20,615 shares — an estimated $2.86M sold.

J.P. Marvel Investment Advisors first reported a position in HES in Q4 2019 and held it in 23 quarters. The position peaked at $3.35M in Q3 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • J.P. Marvel Investment Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • J.P. Marvel Investment Advisors sold 20,615 Hess shares in Q3 2025, an estimated $2.86M.
  • J.P. Marvel Investment Advisors first reported a position in Hess in Q4 2019 and held it in 23 quarters.
  • J.P. Marvel Investment Advisors's Hess position peaked at $3.35M in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on J.P. Marvel Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.