MA
HES

MONECO Advisors’s Hess HES Stock Holding History

MONECO 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
-5,463
Closed -$757K – 505
2025
Q2 		$757K Sell
5,463
-564
-9% -$76.1K 0.07% 225
2025
Q1 		$963K Sell
6,027
-3
-0% -$441 0.1% 182
2024
Q4 		$802K Sell
6,030
-74
-1% -$10.3K 0.08% 203
2024
Q3 		$829K Sell
6,104
-1,128
-16% -$157K 0.1% 182
2024
Q2 		$1.07M Buy
7,232
+2,000
+38% +$307K 0.16% 142
2024
Q1 		$799K Buy
+5,232
New +$760K 0.13% 178

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

MONECO Advisors's HES Position: Q3 2025 in Review

MONECO Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 5,463 shares — an estimated $757K sold.

MONECO Advisors first reported a position in HES in Q1 2024 and held it in 6 quarters. The position peaked at $1.07M in Q2 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • MONECO Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • MONECO Advisors sold 5,463 Hess shares in Q3 2025, an estimated $757K.
  • MONECO Advisors first reported a position in Hess in Q1 2024 and held it in 6 quarters.
  • MONECO Advisors's Hess position peaked at $1.07M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on MONECO Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.