NYLIM
HES

New York Life Investment Management’s Hess HES Stock Holding History

New York Life Investment 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
-37,742
Closed -$5.23M – 819
2025
Q2 		$5.23M Buy
37,742
+739
+2% +$99.8K 0.05% 317
2025
Q1 		$5.91M Sell
37,003
-156
-0.4% -$22.9K 0.06% 286
2024
Q4 		$4.94M Buy
37,159
+288
+0.8% +$40.2K 0.05% 327
2024
Q3 		$5.01M Sell
36,871
-1,218
-3% -$169K 0.05% 350
2024
Q2 		$5.62M Sell
38,089
-116,315
-75% -$17.8M 0.06% 304
2024
Q1 		$23.6M Sell
154,404
-27,419
-15% -$3.98M 0.23% 82
2023
Q4 		$26.2M Buy
181,823
+140,695
+342% +$20.6M 0.27% 69
2023
Q3 		$6.29M Buy
41,128
+660
+2% +$99.4K 0.07% 266
2023
Q2 		$5.5M Sell
40,468
-96
-0.2% -$13.1K 0.06% 296
2023
Q1 		$5.37M Buy
40,564
+7
+0% +$974 0.06% 310
2022
Q4 		$5.75M Sell
40,557
-315
-0.8% -$43.3K 0.07% 297
2022
Q3 		$4.45M Buy
40,872
+195
+0.5% +$21.6K 0.05% 337
2022
Q2 		$4.31M Buy
+40,677
New +$4.6M 0.05% 334
2015
Q1 		– Sell
-2,898
Closed -$214K – 255
2014
Q4 		$214K Buy
+2,898
New +$230K 0.03% 205

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $7.49B AUM 24.82% 1-Year Est. Return

New York Life Investment Management's HES Position: Q3 2025 in Review

New York Life Investment Management sold out of Hess (HES) in Q3 2025, closing a stake of 37,742 shares — an estimated $5.23M sold.

New York Life Investment Management first reported a position in HES in Q4 2014 and held it in 14 quarters. The position peaked at $26.2M in Q4 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • New York Life Investment Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • New York Life Investment Management sold 37,742 Hess shares in Q3 2025, an estimated $5.23M.
  • New York Life Investment Management first reported a position in Hess in Q4 2014 and held it in 14 quarters.
  • New York Life Investment Management's Hess position peaked at $26.2M in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on New York Life Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.