PIM
HES

Plato Investment Management’s Hess HES Stock Holding History

Plato 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
-16,913
Closed -$2.33M – 524
2025
Q2 		$2.33M Sell
16,913
-669
-4% -$90.3K 0.18% 124
2025
Q1 		$2.84M Hold
17,582
– – 0.24% 98
2024
Q4 		$2.35M Hold
17,582
– – 0.17% 126
2024
Q3 		$2.39M Hold
17,582
– – 0.19% 122
2024
Q2 		$2.59M Buy
17,582
+17,551
+56,616% +$2.69M 0.24% 95
2024
Q1 		$4.73K Hold
31
– – ﹤0.01% 450
2023
Q4 		$4.47K Buy
+31
New +$4.54K 0.01% 387

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 $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

Plato Investment Management's HES Position: Q3 2025 in Review

Plato Investment Management sold out of Hess (HES) in Q3 2025, closing a stake of 16,913 shares — an estimated $2.33M sold.

Plato Investment Management first reported a position in HES in Q4 2023 and held it in 7 quarters. The position peaked at $2.84M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Plato Investment Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Plato Investment Management sold 16,913 Hess shares in Q3 2025, an estimated $2.33M.
  • Plato Investment Management first reported a position in Hess in Q4 2023 and held it in 7 quarters.
  • Plato Investment Management's Hess position peaked at $2.84M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Plato Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.