KI
HES

Kapitalo Investimentos’s Hess HES Stock Holding History

Kapitalo Investimentos’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
-354,646
Closed -$49.1M – 96
2025
Q2 		$49.1M Buy
354,646
+108,951
+44% +$14.7M 10.65% 2
2025
Q1 		$39.2M Buy
245,695
+23,886
+11% +$3.51M 7.96% 2
2024
Q4 		$29.5M Sell
221,809
-377
-0.2% -$52.6K 19.74% 1
2024
Q3 		$30.2M Buy
222,186
+34,709
+19% +$4.83M 7.36% 4
2024
Q2 		$27.7M Buy
187,477
+20,488
+12% +$3.14M 8.29% 3
2024
Q1 		$25.5M Buy
+166,989
New +$24.3M 5.59% 4
2023
Q4 		– Sell
-1,628
Closed -$249K – 618
2023
Q3 		$249K Sell
1,628
-1,774
-52% -$267K 0.03% 237
2023
Q2 		$463K Buy
3,402
+2,426
+249% +$332K 0.09% 110
2023
Q1 		$129K Buy
976
+720
+281% +$100K 0.04% 267
2022
Q4 		$36.3K Buy
+256
New +$35.2K 0.03% 155
2020
Q1 		– Sell
-58,992
Closed -$3.94M – 25
2019
Q4 		$3.94M Buy
+58,992
New +$3.86M 1.75% 6

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

Kapitalo Investimentos's HES Position: Q3 2025 in Review

Kapitalo Investimentos sold out of Hess (HES) in Q3 2025, closing a stake of 354,646 shares — an estimated $49.1M sold.

Kapitalo Investimentos first reported a position in HES in Q4 2019 and held it in 11 quarters. The position peaked at $49.1M in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Kapitalo Investimentos reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 354,646 Hess shares in Q3 2025, an estimated $49.1M.
  • Kapitalo Investimentos first reported a position in Hess in Q4 2019 and held it in 11 quarters.
  • Kapitalo Investimentos's Hess position peaked at $49.1M in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Kapitalo Investimentos's 13F filing for Q3 2025, filed 3 Nov 2025.