SIC
HES

Salem Investment Counselors’s Hess HES Stock Holding History

Salem Investment Counselors’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
-150
Closed -$20.8K – 1229
2025
Q2 		$20.8K Buy
150
+117
+355% +$15.8K ﹤0.01% 709
2025
Q1 		$5.27K Buy
+33
New +$4.85K ﹤0.01% 927
2023
Q2 		– Sell
-1
Closed -$133 – 1172
2023
Q1 		$133 Hold
1
– – ﹤0.01% 1090
2022
Q4 		$142 Hold
1
– – ﹤0.01% 1057
2022
Q3 		$0 Sell
1
-115
-99% -$12.7K ﹤0.01% 1068
2022
Q2 		$12K Buy
+116
New +$13.1K ﹤0.01% 752
2017
Q3 		– Sell
-78
Closed -$3K – 615
2017
Q2 		$3K Buy
+78
New +$3.65K ﹤0.01% 548
2017
Q1 		– Sell
-40
Closed -$2K – 588
2016
Q4 		$2K Buy
+40
New +$2.19K ﹤0.01% 615

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $7.49B AUM 24.82% 1-Year Est. Return

Salem Investment Counselors's HES Position: Q3 2025 in Review

Salem Investment Counselors sold out of Hess (HES) in Q3 2025, closing a stake of 150 shares — an estimated $20.8K sold.

Salem Investment Counselors first reported a position in HES in Q4 2016 and held it in 8 quarters. The position peaked at $20.8K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Salem Investment Counselors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 150 Hess shares in Q3 2025, an estimated $20.8K.
  • Salem Investment Counselors first reported a position in Hess in Q4 2016 and held it in 8 quarters.
  • Salem Investment Counselors's Hess position peaked at $20.8K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Salem Investment Counselors's 13F filing for Q3 2025, filed 7 Oct 2025.