OF
HES

Outfitter Financial’s Hess HES Stock Holding History

Outfitter Financial’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
-16,430
Closed -$2.28M – 76
2025
Q2 		$2.28M Buy
16,430
+70
+0.4% +$9.45K 1.94% 19
2025
Q1 		$2.61M Sell
16,360
-695
-4% -$102K 2.35% 13
2024
Q4 		$2.27M Buy
17,055
+7,410
+77% +$1.03M 1.82% 19
2024
Q3 		$1.31M Sell
9,645
-15
-0.2% -$2.09K 1.08% 36
2024
Q2 		$1.43M Hold
9,660
– – 1.19% 32
2024
Q1 		$1.47M Sell
9,660
-90
-0.9% -$13.1K 1.21% 32
2023
Q4 		$1.41M Buy
9,750
+310
+3% +$45.4K 1.23% 34
2023
Q3 		$1.44M Buy
9,440
+110
+1% +$16.6K 1.36% 32
2023
Q2 		$1.27M Buy
9,330
+130
+1% +$17.8K 1.14% 43
2023
Q1 		$1.22M Sell
9,200
-250
-3% -$34.8K 1.1% 44
2022
Q4 		$1.34M Sell
9,450
-280
-3% -$38.5K 1.22% 34
2022
Q3 		$1.06M Sell
9,730
-10
-0.1% -$1.11K 1.04% 42
2022
Q2 		$1.03M Hold
9,740
– – 0.94% 50
2022
Q1 		$1.04M Hold
9,740
– – 0.8% 54
2021
Q4 		$721K Hold
9,740
– – 0.53% 63
2021
Q3 		$761K Hold
9,740
– – 0.6% 63
2021
Q2 		$850K Sell
9,740
-100
-1% -$8.07K 0.65% 58
2021
Q1 		$696K Buy
9,840
+60
+0.6% +$3.84K 0.57% 63
2020
Q4 		$516K Buy
+9,780
New +$445K 0.5% 68

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 $85.1B AUM 27.35% 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 $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Outfitter Financial's HES Position: Q3 2025 in Review

Outfitter Financial sold out of Hess (HES) in Q3 2025, closing a stake of 16,430 shares — an estimated $2.28M sold.

Outfitter Financial first reported a position in HES in Q4 2020 and held it in 19 quarters. The position peaked at $2.61M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Outfitter Financial reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Outfitter Financial sold 16,430 Hess shares in Q3 2025, an estimated $2.28M.
  • Outfitter Financial first reported a position in Hess in Q4 2020 and held it in 19 quarters.
  • Outfitter Financial's Hess position peaked at $2.61M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Outfitter Financial's 13F filing for Q3 2025, filed 23 Oct 2025.