QPWM
HES

Quadrant Private Wealth Management’s Hess HES Stock Holding History

Quadrant Private Wealth 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
-1,502
Closed -$208K – 259
2025
Q2 		$208K Sell
1,502
-77
-5% -$10.4K 0.04% 239
2025
Q1 		$252K Buy
1,579
+26
+2% +$3.82K 0.06% 194
2024
Q4 		$207K Sell
1,553
-5
-0.3% -$698 0.05% 235
2024
Q3 		$212K Sell
1,558
-1
-0.1% -$139 0.05% 225
2024
Q2 		$230K Sell
1,559
-23
-1% -$3.52K 0.05% 225
2024
Q1 		$241K Hold
1,582
– – 0.06% 200
2023
Q4 		$228K Buy
1,582
+1
+0.1% +$147 0.06% 200
2023
Q3 		$242K Hold
1,581
– – 0.08% 187
2023
Q2 		$215K Sell
1,581
-200
-11% -$27.4K 0.06% 227
2023
Q1 		$236K Hold
1,781
– – 0.07% 210
2022
Q4 		$253K Buy
+1,781
New +$245K 0.08% 198
2022
Q2 		– Sell
-1,926
Closed -$206K – 214
2022
Q1 		$206K Buy
+1,926
New +$183K 0.08% 197

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