PDL
HES

Portfolio Design Labs’s Hess HES Stock Holding History

Portfolio Design Labs’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
-21,107
Closed -$2.92M – 213
2025
Q2 		$2.92M Sell
21,107
-4,321
-17% -$583K 0.57% 54
2025
Q1 		$4.06M Buy
+25,428
New +$3.74M 0.84% 36

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 $6.53B AUM 20.48% 1-Year Est. Return

Portfolio Design Labs's HES Position: Q3 2025 in Review

Portfolio Design Labs sold out of Hess (HES) in Q3 2025, closing a stake of 21,107 shares — an estimated $2.92M sold.

Portfolio Design Labs first reported a position in HES in Q1 2025 and held it in 2 quarters. The position peaked at $4.06M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Portfolio Design Labs reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Portfolio Design Labs sold 21,107 Hess shares in Q3 2025, an estimated $2.92M.
  • Portfolio Design Labs first reported a position in Hess in Q1 2025 and held it in 2 quarters.
  • Portfolio Design Labs's Hess position peaked at $4.06M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Portfolio Design Labs's 13F filing for Q3 2025, filed 12 Nov 2025.