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 $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

Perigon Wealth Management's HES Position: Q3 2025 in Review

Perigon Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 7,620 shares — an estimated $1.06M sold.

Perigon Wealth Management first reported a position in HES in Q4 2016 and held it in 12 quarters. The position peaked at $1.19M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Perigon Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 7,620 Hess shares in Q3 2025, an estimated $1.06M.
  • Perigon Wealth Management first reported a position in Hess in Q4 2016 and held it in 12 quarters.
  • Perigon Wealth Management's Hess position peaked at $1.19M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Perigon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.