PIM
HES

Pullen Investment Management’s Hess HES Stock Holding History

Pullen Investment 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
-13,156
Closed -$1.82M – 103
2025
Q2 		$1.82M Buy
13,156
+146
+1% +$19.7K 1.1% 32
2025
Q1 		$2.08M Buy
13,010
+195
+2% +$28.7K 1.31% 20
2024
Q4 		$1.7M Sell
12,815
-1,363
-10% -$190K 1.11% 29
2024
Q3 		$1.93M Buy
14,178
+201
+1% +$28K 1.41% 20
2024
Q2 		$2.06M Sell
13,977
-198
-1% -$30.3K 1.71% 11
2024
Q1 		$2.16M Buy
+14,175
New +$2.06M 1.83% 13

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

Pullen Investment Management's HES Position: Q3 2025 in Review

Pullen Investment Management sold out of Hess (HES) in Q3 2025, closing a stake of 13,156 shares — an estimated $1.82M sold.

Pullen Investment Management first reported a position in HES in Q1 2024 and held it in 6 quarters. The position peaked at $2.16M in Q1 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Pullen Investment Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Pullen Investment Management sold 13,156 Hess shares in Q3 2025, an estimated $1.82M.
  • Pullen Investment Management first reported a position in Hess in Q1 2024 and held it in 6 quarters.
  • Pullen Investment Management's Hess position peaked at $2.16M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Pullen Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.