LFG
HES

Larson Financial Group’s Hess HES Stock Holding History

Larson 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
2025
Q3 		– Sell
-729
Closed -$101K – 3537
2025
Q2 		$101K Buy
729
+677
+1,302% +$91.4K ﹤0.01% 846
2025
Q1 		$8.32K Buy
52
+40
+333% +$5.88K ﹤0.01% 1700
2024
Q4 		$1.6K Hold
12
– – ﹤0.01% 1927
2024
Q3 		$1.63K Sell
12
-610
-98% -$84.9K ﹤0.01% 1893
2024
Q2 		$91.8K Sell
622
-41
-6% -$6.28K 0.01% 669
2024
Q1 		$101K Buy
663
+463
+232% +$67.2K 0.01% 539
2023
Q4 		$28.8K Buy
200
+5
+3% +$733 ﹤0.01% 764
2023
Q3 		$29.8K Buy
+195
New +$29.4K ﹤0.01% 728
2023
Q2 		– Sell
-130
Closed -$17.2K – 1598
2023
Q1 		$17.2K Buy
+130
New +$18.1K ﹤0.01% 783

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 $4.82B AUM 20.19% 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

Larson Financial Group's HES Position: Q3 2025 in Review

Larson Financial Group sold out of Hess (HES) in Q3 2025, closing a stake of 729 shares — an estimated $101K sold.

Larson Financial Group first reported a position in HES in Q1 2023 and held it in 9 quarters. The position peaked at $101K in Q1 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Larson Financial Group reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 729 Hess shares in Q3 2025, an estimated $101K.
  • Larson Financial Group first reported a position in Hess in Q1 2023 and held it in 9 quarters.
  • Larson Financial Group's Hess position peaked at $101K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.