MT
HES

Midwest Trust’s Hess HES Stock Holding History

Midwest Trust’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
-13,510
Closed -$1.87M – 592
2025
Q2 		$1.87M Buy
+13,510
New +$1.82M 0.03% 285

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

Midwest Trust's HES Position: Q3 2025 in Review

Midwest Trust sold out of Hess (HES) in Q3 2025, closing a stake of 13,510 shares — an estimated $1.87M sold.

Midwest Trust first reported a position in HES in Q2 2025 and held it in 1 quarter. The position peaked at $1.87M in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Midwest Trust reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Midwest Trust sold 13,510 Hess shares in Q3 2025, an estimated $1.87M.
  • Midwest Trust first reported a position in Hess in Q2 2025 and held it in 1 quarter.
  • Midwest Trust's Hess position peaked at $1.87M in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Midwest Trust's 13F filing for Q3 2025, filed 6 Nov 2025.