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
2024
Q1 		– Sell
-6,500
Closed -$937K – 1782
2023
Q4 		$937K Hold
6,500
– – 0.01% 989
2023
Q3 		$995K Hold
6,500
– – 0.01% 838
2023
Q2 		$884K Hold
6,500
– – 0.01% 968
2023
Q1 		$860K Buy
+6,500
New +$905K 0.01% 947

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.