RFW
HES

Rainier Family Wealth’s Hess HES Stock Holding History

Rainier Family Wealth’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
-1,623
Closed -$225K – 75
2025
Q2 		$225K Hold
1,623
– – 0.22% 73
2025
Q1 		$259K Sell
1,623
-328
-17% -$48.2K 0.31% 65
2024
Q4 		$260K Buy
+1,951
New +$272K 0.31% 66

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

Rainier Family Wealth's HES Position: Q3 2025 in Review

Rainier Family Wealth sold out of Hess (HES) in Q3 2025, closing a stake of 1,623 shares — an estimated $225K sold.

Rainier Family Wealth first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $260K in Q4 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Rainier Family Wealth reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Rainier Family Wealth sold 1,623 Hess shares in Q3 2025, an estimated $225K.
  • Rainier Family Wealth first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • Rainier Family Wealth's Hess position peaked at $260K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Rainier Family Wealth's 13F filing for Q3 2025, filed 16 Oct 2025.