Ridgewood Investments’s Hess HES Stock Holding History

Ridgewood Investments’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	-26	Closed	-$3.6K	–	403
2025 Q2	$3.6K	Hold	26	–	–	﹤0.01%	629
2025 Q1	$4.15K	Hold	26	–	–	﹤0.01%	575
2024 Q4	$3.46K	Hold	26	–	–	﹤0.01%	613
2024 Q3	$3.53K	Sell	26 -1	-4%	-$139	﹤0.01%	624
2024 Q2	$3.95K	Buy	+27	New	+$4.14K	﹤0.01%	613
2023 Q3	–	Sell	-27	Closed	-$3.64K	–	423
2023 Q2	$3.64K	Hold	27	–	–	﹤0.01%	635
2023 Q1	$3.54K	Buy	+27	New	+$3.76K	﹤0.01%	634

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

Ridgewood Investments's HES Position: Q3 2025 in Review

Ridgewood Investments sold out of Hess (HES) in Q3 2025, closing a stake of 26 shares — an estimated $3.6K sold.

Ridgewood Investments first reported a position in HES in Q1 2023 and held it in 7 quarters. The position peaked at $4.15K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Ridgewood Investments reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 26 Hess shares in Q3 2025, an estimated $3.6K.
Ridgewood Investments first reported a position in Hess in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's Hess position peaked at $4.15K in Q1 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.