Kovitz Investment Group Partners
HES

Kovitz Investment Group Partners’s Hess HES Stock Holding History

Kovitz Investment Group Partners’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
-11,156
Closed -$1.55M – 1438
2025
Q2 		$1.55M Sell
11,156
-18
-0.2% -$2.43K 0.01% 699
2025
Q1 		$1.78M Buy
11,174
+244
+2% +$35.9K 0.01% 602
2024
Q4 		$1.45M Buy
10,930
+397
+4% +$55.4K 0.01% 630
2024
Q3 		$862K Buy
10,533
+4,886
+87% +$680K 0.01% 660
2024
Q2 		$833K Buy
+5,647
New +$866K 0.01% 575

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

Kovitz Investment Group Partners's HES Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Hess (HES) in Q3 2025, closing a stake of 11,156 shares — an estimated $1.55M sold.

Kovitz Investment Group Partners first reported a position in HES in Q2 2024 and held it in 5 quarters. The position peaked at $1.78M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 11,156 Hess shares in Q3 2025, an estimated $1.55M.
  • Kovitz Investment Group Partners first reported a position in Hess in Q2 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Hess position peaked at $1.78M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.