RA
HES

Rise Advisors’s Hess HES Stock Holding History

Rise Advisors’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
-148
Closed -$20.5K – 1562
2025
Q2 		$20.5K Hold
148
– – 0.01% 526
2025
Q1 		$23.6K Sell
148
-34
-19% -$5K 0.01% 419
2024
Q4 		$24.3K Buy
182
+4
+2% +$559 0.01% 529
2024
Q3 		$24.1K Buy
178
+1
+0.6% +$139 0.01% 556
2024
Q2 		$26.1K Hold
177
– – 0.01% 455
2024
Q1 		$26.9K Buy
+177
New +$25.7K 0.01% 443

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

Rise Advisors's HES Position: Q3 2025 in Review

Rise Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 148 shares — an estimated $20.5K sold.

Rise Advisors first reported a position in HES in Q1 2024 and held it in 6 quarters. The position peaked at $26.9K in Q1 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Rise Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Rise Advisors sold 148 Hess shares in Q3 2025, an estimated $20.5K.
  • Rise Advisors first reported a position in Hess in Q1 2024 and held it in 6 quarters.
  • Rise Advisors's Hess position peaked at $26.9K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.