JWCA
HES

J.W. Cole Advisors’s Hess HES Stock Holding History

J.W. Cole 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
-1,644
Closed -$228K – 1572
2025
Q2 		$228K Buy
1,644
+15
+0.9% +$2.02K ﹤0.01% 1296
2025
Q1 		$260K Buy
+1,629
New +$240K 0.01% 1035
2020
Q4 		– Sell
-5,576
Closed -$228K – 733
2020
Q3 		$228K Buy
+5,576
New +$265K 0.02% 635

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.W. Cole Advisors's HES Position: Q3 2025 in Review

J.W. Cole Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 1,644 shares — an estimated $228K sold.

J.W. Cole Advisors first reported a position in HES in Q3 2020 and held it in 3 quarters. The position peaked at $260K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • J.W. Cole Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 1,644 Hess shares in Q3 2025, an estimated $228K.
  • J.W. Cole Advisors first reported a position in Hess in Q3 2020 and held it in 3 quarters.
  • J.W. Cole Advisors's Hess position peaked at $260K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on J.W. Cole Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.