MWM
HES

Moran Wealth Management’s Hess HES Stock Holding History

Moran Wealth Management’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
-5,838
Closed -$809K – 516
2025
Q2 		$809K Buy
5,838
+207
+4% +$27.9K 0.02% 345
2025
Q1 		$899K Buy
5,631
+6
+0.1% +$882 0.03% 311
2024
Q4 		$748K Sell
5,625
-275
-5% -$38.4K 0.02% 323
2024
Q3 		$801K Sell
5,900
-369
-6% -$51.3K 0.02% 315
2024
Q2 		$925K Buy
6,269
+243
+4% +$37.2K 0.03% 293
2024
Q1 		$920K Sell
6,026
-687
-10% -$99.8K 0.03% 298
2023
Q4 		$968K Sell
6,713
-2,363
-26% -$346K 0.03% 305
2023
Q3 		$1.39M Buy
9,076
+3,247
+56% +$489K 0.05% 237
2023
Q2 		$792K Buy
+5,829
New +$798K 0.03% 258

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

Moran Wealth Management's HES Position: Q3 2025 in Review

Moran Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 5,838 shares — an estimated $809K sold.

Moran Wealth Management first reported a position in HES in Q2 2023 and held it in 9 quarters. The position peaked at $1.39M in Q3 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Moran Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Moran Wealth Management sold 5,838 Hess shares in Q3 2025, an estimated $809K.
  • Moran Wealth Management first reported a position in Hess in Q2 2023 and held it in 9 quarters.
  • Moran Wealth Management's Hess position peaked at $1.39M in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Moran Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.