KA
HES

Kercheville Advisors’s Hess HES Stock Holding History

Kercheville 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
-10,083
Closed -$1.4M – 114
2025
Q2 		$1.4M Sell
10,083
-5,977
-37% -$807K 0.48% 45
2025
Q1 		$2.57M Sell
16,060
-6,275
-28% -$923K 1.05% 27
2024
Q4 		$2.97M Sell
22,335
-55
-0.2% -$7.68K 1.15% 23
2024
Q3 		$3.04M Sell
22,390
-3,810
-15% -$530K 1.28% 23
2024
Q2 		$3.87M Sell
26,200
-10,025
-28% -$1.54M 1.68% 22
2024
Q1 		$5.53M Buy
36,225
+400
+1% +$58.1K 2.61% 17
2023
Q4 		$5.16M Sell
35,825
-100
-0.3% -$14.7K 2.9% 14
2023
Q3 		$5.5M Buy
35,925
+465
+1% +$70K 3.49% 11
2023
Q2 		$4.82M Sell
35,460
-415
-1% -$56.8K 2.92% 11
2023
Q1 		$4.75M Buy
35,875
+6,450
+22% +$898K 3.25% 12
2022
Q4 		$4.17M Sell
29,425
-5,110
-15% -$702K 2.88% 13
2022
Q3 		$3.76M Buy
34,535
+5
+0% +$554 3.85% 8
2022
Q2 		$3.66M Buy
34,530
+1,970
+6% +$223K 2.4% 13
2022
Q1 		$3.48M Buy
32,560
+3,391
+12% +$322K 1.65% 16
2021
Q4 		$2.16M Buy
29,169
+11,094
+61% +$900K 0.94% 27
2021
Q3 		$1.41M Buy
18,075
+12,775
+241% +$941K 0.67% 37
2021
Q2 		$463K Buy
5,300
+100
+2% +$8.07K 0.21% 73
2021
Q1 		$367K Buy
5,200
+100
+2% +$6.39K 0.18% 82
2020
Q4 		$269K Buy
+5,100
New +$232K 0.15% 87

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

Kercheville Advisors's HES Position: Q3 2025 in Review

Kercheville Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 10,083 shares — an estimated $1.4M sold.

Kercheville Advisors first reported a position in HES in Q4 2020 and held it in 19 quarters. The position peaked at $5.53M in Q1 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Kercheville Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Kercheville Advisors sold 10,083 Hess shares in Q3 2025, an estimated $1.4M.
  • Kercheville Advisors first reported a position in Hess in Q4 2020 and held it in 19 quarters.
  • Kercheville Advisors's Hess position peaked at $5.53M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Kercheville Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.