PWMG
HES

Private Wealth Management Group’s Hess HES Stock Holding History

Private Wealth Management Group’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
-133
Closed -$18.4K – 1504
2025
Q2 		$18.4K Buy
133
+3
+2% +$405 0.01% 322
2025
Q1 		$20.8K Buy
130
+59
+83% +$8.68K 0.01% 289
2024
Q4 		$9.44K Hold
71
– – ﹤0.01% 493
2024
Q3 		$9.64K Sell
71
-23
-24% -$3.2K ﹤0.01% 469
2024
Q2 		$13.9K Hold
94
– – 0.01% 364
2024
Q1 		$14.3K Hold
94
– – 0.01% 333
2023
Q4 		$13.6K Buy
+94
New +$13.8K 0.01% 338

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 $4.82B AUM 20.19% 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 Management Group's HES Position: Q3 2025 in Review

Private Wealth Management Group sold out of Hess (HES) in Q3 2025, closing a stake of 133 shares — an estimated $18.4K sold.

Private Wealth Management Group first reported a position in HES in Q4 2023 and held it in 7 quarters. The position peaked at $20.8K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Private Wealth Management Group reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 133 Hess shares in Q3 2025, an estimated $18.4K.
  • Private Wealth Management Group first reported a position in Hess in Q4 2023 and held it in 7 quarters.
  • Private Wealth Management Group's Hess position peaked at $20.8K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.