Mowery & Schoenfeld Wealth Management’s Hess HES Stock Holding History

Mowery & Schoenfeld 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	-8	Closed	-$1.11K	–	392
2025 Q2	$1.11K	Hold	8	–	–	﹤0.01%	358
2025 Q1	$1.28K	Sell	8 -1	-11%	-$147	﹤0.01%	403
2024 Q4	$1.2K	Buy	+9	New	+$1.26K	﹤0.01%	441

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's HES Position: Q3 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 8 shares — an estimated $1.11K sold.

Mowery & Schoenfeld Wealth Management first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $1.28K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Mowery & Schoenfeld Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 8 Hess shares in Q3 2025, an estimated $1.11K.
Mowery & Schoenfeld Wealth Management first reported a position in Hess in Q4 2024 and held it in 3 quarters.
Mowery & Schoenfeld Wealth Management's Hess position peaked at $1.28K in Q1 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.