MWA
HES

Medallion Wealth Advisors’s Hess HES Stock Holding History

Medallion Wealth 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
-57
Closed -$8.05K – 1115
2025
Q2 		$8.05K Hold
57
– – ﹤0.01% 763
2025
Q1 		$9.19K Buy
+57
New +$8.38K ﹤0.01% 699

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 $6.53B AUM 20.48% 1-Year Est. Return

Medallion Wealth Advisors's HES Position: Q3 2025 in Review

Medallion Wealth Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 57 shares — an estimated $8.05K sold.

Medallion Wealth Advisors first reported a position in HES in Q1 2025 and held it in 2 quarters. The position peaked at $9.19K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Medallion Wealth Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 57 Hess shares in Q3 2025, an estimated $8.05K.
  • Medallion Wealth Advisors first reported a position in Hess in Q1 2025 and held it in 2 quarters.
  • Medallion Wealth Advisors's Hess position peaked at $9.19K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Medallion Wealth Advisors's 13F filing for Q3 2025, filed 24 Apr 2026.