RFA
HES

ROI Financial Advisors’s Hess HES Stock Holding History

ROI Financial 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
-1,898
Closed -$263K – 71
2025
Q2 		$263K Sell
1,898
-346
-15% -$46.7K 0.17% 58
2025
Q1 		$358K Sell
2,244
-60
-3% -$8.82K 0.26% 50
2024
Q4 		$306K Sell
2,304
-154
-6% -$21.5K 0.21% 52
2024
Q3 		$334K Sell
2,458
-278
-10% -$38.7K 0.23% 47
2024
Q2 		$404K Sell
2,736
-62
-2% -$9.5K 0.29% 45
2024
Q1 		$427K Sell
2,798
-170
-6% -$24.7K 0.34% 46
2023
Q4 		$428K Buy
+2,968
New +$435K 0.35% 49

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

ROI Financial Advisors's HES Position: Q3 2025 in Review

ROI Financial Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 1,898 shares — an estimated $263K sold.

ROI Financial Advisors first reported a position in HES in Q4 2023 and held it in 7 quarters. The position peaked at $428K in Q4 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • ROI Financial Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • ROI Financial Advisors sold 1,898 Hess shares in Q3 2025, an estimated $263K.
  • ROI Financial Advisors first reported a position in Hess in Q4 2023 and held it in 7 quarters.
  • ROI Financial Advisors's Hess position peaked at $428K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on ROI Financial Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.