JFG
HES

Jefferies Financial Group’s Hess HES Stock Holding History

Jefferies Financial Group’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
-41,857
Closed -$5.8M – 1548
2025
Q2 		$5.8M Sell
41,857
-81,074
-66% -$10.9M 0.05% 263
2025
Q1 		$19.6M Sell
122,931
-37,132
-23% -$5.46M 0.17% 80
2024
Q4 		$21.3M Buy
160,063
+29,784
+23% +$4.16M 0.13% 120
2024
Q3 		$17.7M Buy
130,279
+56,642
+77% +$7.88M 0.13% 102
2024
Q2 		$10.9M Buy
73,637
+25,206
+52% +$3.86M 0.12% 144
2024
Q1 		$7.39M Buy
48,431
+45,681
+1,661% +$6.63M 0.07% 213
2023
Q4 		$396K Sell
2,750
-85,011
-97% -$12.5M ﹤0.01% 1298
2023
Q3 		$13.4M Sell
87,761
-77,858
-47% -$11.7M 0.12% 128
2023
Q2 		$22.5M Buy
165,619
+27,416
+20% +$3.75M 0.2% 89
2023
Q1 		$18.3M Buy
138,203
+24,587
+22% +$3.42M 0.15% 118
2022
Q4 		$16.1M Buy
+113,616
New +$15.6M 0.11% 149
2020
Q2 		– Sell
-56,043
Closed -$1.87M – 8
2020
Q1 		$1.87M Buy
56,043
+26,118
+87% +$1.41M 2.49% 6
2019
Q4 		$2M Sell
29,925
-75,053
-71% -$4.91M 1.19% 10
2019
Q3 		$6.86M Buy
104,978
+3,593
+4% +$224K 1.23% 6
2019
Q2 		$6.45M Sell
101,385
-124,908
-55% -$7.73M 1.11% 9
2019
Q1 		$13.6M Buy
226,293
+94,812
+72% +$5.22M 1.36% 12
2018
Q4 		$5.33M Buy
131,481
+96,051
+271% +$5.48M 0.63% 13
2018
Q3 		$2.54M Buy
+35,430
New +$2.34M 0.21% 54

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 $6.53B AUM 20.48% 1-Year Est. Return

Jefferies Financial Group's HES Position: Q3 2025 in Review

Jefferies Financial Group sold out of Hess (HES) in Q3 2025, closing a stake of 41,857 shares — an estimated $5.8M sold.

Jefferies Financial Group first reported a position in HES in Q3 2018 and held it in 18 quarters. The position peaked at $22.5M in Q2 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Jefferies Financial Group reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 41,857 Hess shares in Q3 2025, an estimated $5.8M.
  • Jefferies Financial Group first reported a position in Hess in Q3 2018 and held it in 18 quarters.
  • Jefferies Financial Group's Hess position peaked at $22.5M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Jefferies Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.