PWM
HES

Perigon Wealth Management’s Hess HES Stock Holding History

Perigon 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
-7,620
Closed -$1.06M – 1232
2025
Q2 		$1.06M Buy
7,620
+156
+2% +$21.1K 0.02% 452
2025
Q1 		$1.19M Sell
7,464
-195
-3% -$28.7K 0.03% 409
2024
Q4 		$1.15M Buy
7,659
+4,701
+159% +$656K 0.03% 416
2024
Q3 		$402K Buy
2,958
+92
+3% +$12.8K 0.01% 688
2024
Q2 		$423K Buy
2,866
+28
+1% +$4.29K 0.01% 584
2024
Q1 		$433K Buy
2,838
+47
+2% +$6.83K 0.01% 573
2023
Q4 		$402K Buy
+2,791
New +$409K 0.01% 562
2018
Q2 		– Sell
-13
Closed -$1K – 404
2018
Q1 		$1K Hold
13
– – ﹤0.01% 617
2017
Q4 		$1K Hold
13
– – ﹤0.01% 588
2017
Q3 		$1K Buy
+13
New +$550 ﹤0.01% 621
2017
Q2 		– Sell
-197
Closed -$9K – 601
2017
Q1 		$9K Buy
197
+64
+48% +$3.39K ﹤0.01% 534
2016
Q4 		$7K Buy
+133
New +$7.27K ﹤0.01% 605

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 $4.82B AUM 20.19% 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 $6.52B AUM 20.48% 1-Year Est. Return