Partners in Financial Planning’s Hess HES Stock Holding History

Partners in Financial Planning’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	-4,496	Closed	-$623K	–	116
2025 Q2	$623K	Hold	4,496	–	–	0.11%	60
2025 Q1	$718K	Hold	4,496	–	–	0.14%	54
2024 Q4	$598K	Hold	4,496	–	–	0.12%	57
2024 Q3	$611K	Hold	4,496	–	–	0.12%	60
2024 Q2	$663K	Hold	4,496	–	–	0.14%	57
2024 Q1	$686K	Hold	4,496	–	–	0.15%	55
2023 Q4	$648K	Hold	4,496	–	–	0.15%	53
2023 Q3	$688K	Hold	4,496	–	–	0.18%	50
2023 Q2	$611K	Hold	4,496	–	–	0.16%	53
2023 Q1	$595K	Hold	4,496	–	–	0.16%	54
2022 Q4	$605K	Sell	4,496 -443	-9%	-$60.9K	0.17%	53
2022 Q3	$711K	Hold	4,939	–	–	0.2%	45
2022 Q2	$605K	Hold	4,939	–	–	0.19%	51
2022 Q1	$526K	Hold	4,939	–	–	0.17%	49
2021 Q4	$475K	Hold	4,939	–	–	0.15%	52
2021 Q3	$386K	Hold	4,939	–	–	0.12%	57
2021 Q2	$431K	Buy	+4,939	New	+$399K	0.14%	51

Other funds holding HES

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

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

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Partners in Financial Planning's HES Position: Q3 2025 in Review

Partners in Financial Planning sold out of Hess (HES) in Q3 2025, closing a stake of 4,496 shares — an estimated $623K sold.

Partners in Financial Planning first reported a position in HES in Q2 2021 and held it in 17 quarters. The position peaked at $718K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Partners in Financial Planning reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Partners in Financial Planning sold 4,496 Hess shares in Q3 2025, an estimated $623K.
Partners in Financial Planning first reported a position in Hess in Q2 2021 and held it in 17 quarters.
Partners in Financial Planning's Hess position peaked at $718K in Q1 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Partners in Financial Planning's 13F filing for Q3 2025, filed 10 Nov 2025.