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
2024 Q4	–	Sell	-8,800	Closed	-$1.2M	–	1683
2024 Q3	$1.2M	Hold	8,800	–	–	0.01%	738
2024 Q2	$1.3M	Sell	8,800 -211,000	-96%	-$32.3M	0.01%	670
2024 Q1	$33.6M	Buy	+219,800	New	+$31.9M	0.31%	49
2023 Q4	–	Sell	-107,500	Closed	-$16.4M	–	1813
2023 Q3	$16.4M	Buy	+107,500	New	+$16.2M	0.15%	98

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

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.