MEG
HES

Millstone Evans Group’s Hess HES Stock Holding History

Millstone Evans 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
-245
Closed -$33.9K – 841
2025
Q2 		$33.9K Hold
245
– – 0.02% 371
2025
Q1 		$39.1K Hold
245
– – 0.03% 340
2024
Q4 		$32.6K Buy
+245
New +$34.2K 0.02% 359

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

Millstone Evans Group's HES Position: Q3 2025 in Review

Millstone Evans Group sold out of Hess (HES) in Q3 2025, closing a stake of 245 shares — an estimated $33.9K sold.

Millstone Evans Group first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $39.1K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Millstone Evans Group reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Millstone Evans Group sold 245 Hess shares in Q3 2025, an estimated $33.9K.
  • Millstone Evans Group first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • Millstone Evans Group's Hess position peaked at $39.1K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Millstone Evans Group's 13F filing for Q3 2025, filed 30 Oct 2025.