PPWP
HES

Premier Path Wealth Partners’s Hess HES Stock Holding History

Premier Path Wealth Partners’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
-2,710
Closed -$375K – 396
2025
Q2 		$375K Sell
2,710
-146
-5% -$19.7K 0.05% 284
2025
Q1 		$456K Buy
2,856
+363
+15% +$53.4K 0.07% 242
2024
Q4 		$332K Buy
2,493
+125
+5% +$17.5K 0.05% 287
2024
Q3 		$322K Buy
2,368
+33
+1% +$4.59K 0.05% 292
2024
Q2 		$344K Sell
2,335
-31
-1% -$4.75K 0.06% 272
2024
Q1 		$363K Sell
2,366
-135
-5% -$19.6K 0.07% 244
2023
Q4 		$361K Buy
+2,501
New +$367K 0.08% 228

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

Premier Path Wealth Partners's HES Position: Q3 2025 in Review

Premier Path Wealth Partners sold out of Hess (HES) in Q3 2025, closing a stake of 2,710 shares — an estimated $375K sold.

Premier Path Wealth Partners first reported a position in HES in Q4 2023 and held it in 7 quarters. The position peaked at $456K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Premier Path Wealth Partners reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Premier Path Wealth Partners sold 2,710 Hess shares in Q3 2025, an estimated $375K.
  • Premier Path Wealth Partners first reported a position in Hess in Q4 2023 and held it in 7 quarters.
  • Premier Path Wealth Partners's Hess position peaked at $456K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Premier Path Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.