JWA
HES

JFS Wealth Advisors’s Hess HES Stock Holding History

JFS Wealth 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
-187
Closed -$25.9K – 1925
2025
Q2 		$25.9K Sell
187
-2
-1% -$270 ﹤0.01% 605
2025
Q1 		$30.2K Buy
189
+11
+6% +$1.62K ﹤0.01% 572
2024
Q4 		$23.7K Sell
178
-5
-3% -$698 ﹤0.01% 604
2024
Q3 		$24.9K Buy
183
+5
+3% +$696 ﹤0.01% 599
2024
Q2 		$26.3K Sell
178
-3
-2% -$460 ﹤0.01% 542
2024
Q1 		$27.6K Hold
181
– – ﹤0.01% 550
2023
Q4 		$26.1K Buy
181
+15
+9% +$2.2K ﹤0.01% 529
2023
Q3 		$25.4K Hold
166
– – ﹤0.01% 494
2023
Q2 		$22.6K Hold
166
– – ﹤0.01% 517
2023
Q1 		$22K Sell
166
-13
-7% -$1.81K ﹤0.01% 514
2022
Q4 		$25.4K Buy
179
+5
+3% +$687 ﹤0.01% 482
2022
Q3 		$19K Sell
174
-31
-15% -$3.44K ﹤0.01% 583
2022
Q2 		$22K Buy
205
+88
+75% +$9.96K ﹤0.01% 571
2022
Q1 		$13K Buy
117
+80
+216% +$7.59K ﹤0.01% 712
2021
Q4 		$3K Buy
+37
New +$3K ﹤0.01% 946
2020
Q1 		– Sell
-20
Closed -$1K – 526
2019
Q4 		$1K Hold
20
– – ﹤0.01% 479
2019
Q3 		$1K Buy
+20
New +$1.25K ﹤0.01% 475

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

JFS Wealth Advisors's HES Position: Q3 2025 in Review

JFS Wealth Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 187 shares — an estimated $25.9K sold.

JFS Wealth Advisors first reported a position in HES in Q3 2019 and held it in 17 quarters. The position peaked at $30.2K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • JFS Wealth Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 187 Hess shares in Q3 2025, an estimated $25.9K.
  • JFS Wealth Advisors first reported a position in Hess in Q3 2019 and held it in 17 quarters.
  • JFS Wealth Advisors's Hess position peaked at $30.2K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on JFS Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.