R Squared’s Hess HES Stock Holding History

R Squared’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	-3,074	Closed	-$426K	–	619
2025 Q2	$426K	Buy	+3,074	New	+$415K	0.23%	135
2025 Q1	–	Sell	-2,470	Closed	-$329K	–	804
2024 Q4	$329K	Buy	+2,470	New	+$345K	0.32%	54

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

R Squared's HES Position: Q3 2025 in Review

R Squared sold out of Hess (HES) in Q3 2025, closing a stake of 3,074 shares — an estimated $426K sold.

R Squared first reported a position in HES in Q4 2024 and held it in 2 quarters. The position peaked at $426K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

R Squared reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
R Squared sold 3,074 Hess shares in Q3 2025, an estimated $426K.
R Squared first reported a position in Hess in Q4 2024 and held it in 2 quarters.
R Squared's Hess position peaked at $426K in Q2 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.