MLL
HES

Moody Lynn & Lieberson’s Hess HES Stock Holding History

Moody Lynn & Lieberson’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
-4,121
Closed -$571K – 268
2025
Q2 		$571K Sell
4,121
-1
-0% -$135 0.03% 166
2025
Q1 		$658K Hold
4,122
– – 0.04% 151
2024
Q4 		$548K Sell
4,122
-500
-11% -$69.8K 0.03% 162
2024
Q3 		$628K Sell
4,622
-7,120
-61% -$990K 0.04% 157
2024
Q2 		$1.73M Sell
11,742
-370
-3% -$56.7K 0.11% 89
2024
Q1 		$1.85M Buy
12,112
+300
+3% +$43.6K 0.12% 90
2023
Q4 		$1.7M Buy
+11,812
New +$1.73M 0.13% 92
2016
Q3 		– Sell
-12,980
Closed -$780K – 173
2016
Q2 		$780K Buy
+12,980
New +$752K 0.14% 77
2016
Q1 		– Sell
-83,955
Closed -$4.07M – 175
2015
Q4 		$4.07M Buy
+83,955
New +$4.77M 0.64% 60
2014
Q4 		– Sell
-53,800
Closed -$5.07M – 196
2014
Q3 		$5.07M Sell
53,800
-29,605
-35% -$2.93M 0.76% 49
2014
Q2 		$8.25M Buy
+83,405
New +$7.53M 1.13% 34

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

Moody Lynn & Lieberson's HES Position: Q3 2025 in Review

Moody Lynn & Lieberson sold out of Hess (HES) in Q3 2025, closing a stake of 4,121 shares — an estimated $571K sold.

Moody Lynn & Lieberson first reported a position in HES in Q2 2014 and held it in 11 quarters. The position peaked at $8.25M in Q2 2014. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Moody Lynn & Lieberson reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 4,121 Hess shares in Q3 2025, an estimated $571K.
  • Moody Lynn & Lieberson first reported a position in Hess in Q2 2014 and held it in 11 quarters.
  • Moody Lynn & Lieberson's Hess position peaked at $8.25M in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2025, filed 20 Oct 2025.