PWA
HES

Principia Wealth Advisory’s Hess HES Stock Holding History

Principia Wealth Advisory’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
-20
Closed -$2.77K – 991
2025
Q2 		$2.77K Buy
20
+12
+150% +$1.62K ﹤0.01% 324
2025
Q1 		$1.1K Hold
8
– – ﹤0.01% 371
2024
Q4 		$1.06K Buy
+8
New +$1.12K ﹤0.01% 352

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

Principia Wealth Advisory's HES Position: Q3 2025 in Review

Principia Wealth Advisory sold out of Hess (HES) in Q3 2025, closing a stake of 20 shares — an estimated $2.77K sold.

Principia Wealth Advisory first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $2.77K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Principia Wealth Advisory reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 20 Hess shares in Q3 2025, an estimated $2.77K.
  • Principia Wealth Advisory first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • Principia Wealth Advisory's Hess position peaked at $2.77K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.