RWM
HES

Rialto Wealth Management’s Hess HES Stock Holding History

Rialto 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
-292
Closed -$40.5K – 1747
2025
Q2 		$40.5K Buy
292
+15
+5% +$2.02K 0.01% 282
2025
Q1 		$44.2K Hold
277
– – 0.01% 270
2024
Q4 		$36.8K Buy
+277
New +$38.7K 0.01% 277

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

Rialto Wealth Management's HES Position: Q3 2025 in Review

Rialto Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 292 shares — an estimated $40.5K sold.

Rialto Wealth Management first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $44.2K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Rialto Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 292 Hess shares in Q3 2025, an estimated $40.5K.
  • Rialto Wealth Management first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • Rialto Wealth Management's Hess position peaked at $44.2K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Rialto Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.