PWAM
HES

Private Wealth Asset Management’s Hess HES Stock Holding History

Private Wealth Asset 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
-110
Closed -$15.2K – 1114
2025
Q2 		$15.2K Sell
110
-11
-9% -$1.49K ﹤0.01% 579
2025
Q1 		$19.3K Buy
+121
New +$17.8K ﹤0.01% 523

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

Private Wealth Asset Management's HES Position: Q3 2025 in Review

Private Wealth Asset Management sold out of Hess (HES) in Q3 2025, closing a stake of 110 shares — an estimated $15.2K sold.

Private Wealth Asset Management first reported a position in HES in Q1 2025 and held it in 2 quarters. The position peaked at $19.3K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Private Wealth Asset Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 110 Hess shares in Q3 2025, an estimated $15.2K.
  • Private Wealth Asset Management first reported a position in Hess in Q1 2025 and held it in 2 quarters.
  • Private Wealth Asset Management's Hess position peaked at $19.3K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Private Wealth Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.