Lido Advisors
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Lido Advisors’s Hess HES Stock Holding History

Lido 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
-35,650
Closed -$4.94M – 1866
2025
Q2 		$4.94M Buy
35,650
+2,463
+7% +$333K 0.02% 376
2025
Q1 		$5.3M Buy
33,187
+14,126
+74% +$2.08M 0.02% 330
2024
Q4 		$2.54M Sell
19,061
-139
-0.7% -$19.4K 0.01% 469
2024
Q3 		$2.61M Buy
19,200
+4,794
+33% +$667K 0.01% 414
2024
Q2 		$2.13M Buy
14,406
+3,133
+28% +$480K 0.01% 437
2024
Q1 		$1.72M Buy
11,273
+659
+6% +$95.7K 0.01% 467
2023
Q4 		$1.53M Buy
10,614
+6,418
+153% +$941K 0.01% 477
2023
Q3 		$642K Buy
4,196
+204
+5% +$30.7K ﹤0.01% 676
2023
Q2 		$543K Buy
3,992
+354
+10% +$48.5K ﹤0.01% 707
2023
Q1 		$481K Buy
3,638
+268
+8% +$37.3K ﹤0.01% 678
2022
Q4 		$478K Buy
3,370
+213
+7% +$29.3K 0.01% 605
2022
Q3 		$344K Buy
3,157
+33
+1% +$3.66K ﹤0.01% 689
2022
Q2 		$331K Buy
3,124
+85
+3% +$9.62K ﹤0.01% 696
2022
Q1 		$325K Buy
3,039
+60
+2% +$5.69K ﹤0.01% 784
2021
Q4 		$220K Buy
2,979
+16
+0.5% +$1.3K ﹤0.01% 932
2021
Q3 		$231K Buy
2,963
+164
+6% +$12.1K ﹤0.01% 851
2021
Q2 		$244K Buy
+2,799
New +$226K ﹤0.01% 800

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
Brooklyn Investment Group
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IFP Advisors
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
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Lido Advisors's HES Position: Q3 2025 in Review

Lido Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 35,650 shares — an estimated $4.94M sold.

Lido Advisors first reported a position in HES in Q2 2021 and held it in 17 quarters. The position peaked at $5.3M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Lido Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Lido Advisors sold 35,650 Hess shares in Q3 2025, an estimated $4.94M.
  • Lido Advisors first reported a position in Hess in Q2 2021 and held it in 17 quarters.
  • Lido Advisors's Hess position peaked at $5.3M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.