LFA
HES

Legacy Financial Advisors’s Hess HES Stock Holding History

Legacy Financial 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
-5,753
Closed -$797K – 429
2025
Q2 		$797K Buy
5,753
+33
+0.6% +$4.46K 0.12% 141
2025
Q1 		$914K Buy
5,720
+61
+1% +$8.97K 0.15% 112
2024
Q4 		$753K Buy
5,659
+33
+0.6% +$4.61K 0.12% 138
2024
Q3 		$764K Sell
5,626
-121
-2% -$16.8K 0.13% 132
2024
Q2 		$848K Buy
5,747
+5
+0.1% +$766 0.15% 112
2024
Q1 		$876K Buy
5,742
+48
+0.8% +$6.97K 0.16% 106
2023
Q4 		$821K Buy
5,694
+22
+0.4% +$3.23K 0.16% 101
2023
Q3 		$868K Buy
5,672
+30
+0.5% +$4.52K 0.17% 79
2023
Q2 		$767K Buy
5,642
+61
+1% +$8.35K 0.14% 87
2023
Q1 		$739K Buy
5,581
+73
+1% +$10.2K 0.15% 80
2022
Q4 		$781K Buy
5,508
+60
+1% +$8.24K 0.17% 71
2022
Q3 		$594K Buy
5,448
+36
+0.7% +$3.99K 0.14% 78
2022
Q2 		$573K Buy
5,412
+105
+2% +$11.9K 0.14% 78
2022
Q1 		$568K Buy
5,307
+13
+0.2% +$1.23K 0.13% 89
2021
Q4 		$392K Sell
5,294
-7
-0.1% -$568 0.09% 114
2021
Q3 		$414K Sell
5,301
-10
-0.2% -$737 0.1% 96
2021
Q2 		$464K Buy
5,311
+55
+1% +$4.44K 0.12% 78
2021
Q1 		$372K Buy
5,256
+58
+1% +$3.71K 0.1% 85
2020
Q4 		$274K Sell
5,198
-22
-0.4% -$1K 0.08% 106
2020
Q3 		$214K Buy
+5,220
New +$248K 0.07% 118
2020
Q1 		– Sell
-4,925
Closed -$329K – 85
2019
Q4 		$329K Hold
4,925
– – 0.1% 92
2019
Q3 		$298K Buy
4,925
+23
+0.5% +$1.43K 0.1% 90
2019
Q2 		$312K Buy
4,902
+50
+1% +$3.09K 0.11% 86
2019
Q1 		$292K Sell
4,852
-1
-0% -$55 0.1% 91
2018
Q4 		$197K Sell
4,853
-40
-0.8% -$2.28K 0.08% 100
2018
Q3 		$350K Buy
4,893
+41
+0.8% +$2.7K 0.13% 65
2018
Q2 		$323K Hold
4,852
– – 0.12% 71
2018
Q1 		$260K Hold
4,852
– – 0.1% 89
2017
Q4 		$230K Buy
+4,852
New +$219K 0.09% 101

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

Legacy Financial Advisors's HES Position: Q3 2025 in Review

Legacy Financial Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 5,753 shares — an estimated $797K sold.

Legacy Financial Advisors first reported a position in HES in Q4 2017 and held it in 29 quarters. The position peaked at $914K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Legacy Financial Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 5,753 Hess shares in Q3 2025, an estimated $797K.
  • Legacy Financial Advisors first reported a position in Hess in Q4 2017 and held it in 29 quarters.
  • Legacy Financial Advisors's Hess position peaked at $914K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

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