SC
HES

Savant Capital’s Hess HES Stock Holding History

Savant Capital’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
-6,387
Closed -$885K – 1337
2025
Q2 		$885K Buy
6,387
+2,398
+60% +$324K 0.01% 564
2025
Q1 		$637K Sell
3,989
-99
-2% -$14.6K 0.01% 606
2024
Q4 		$544K Buy
4,088
+425
+12% +$59.3K ﹤0.01% 859
2024
Q3 		$497K Buy
3,663
+377
+11% +$52.4K ﹤0.01% 868
2024
Q2 		$485K Buy
3,286
+143
+5% +$21.9K ﹤0.01% 806
2024
Q1 		$480K Buy
3,143
+72
+2% +$10.5K 0.01% 739
2023
Q4 		$443K Buy
3,071
+791
+35% +$116K 0.01% 596
2023
Q3 		$349K Buy
2,280
+9
+0.4% +$1.35K 0.01% 610
2023
Q2 		$309K Buy
2,271
+38
+2% +$5.2K ﹤0.01% 642
2023
Q1 		$296K Buy
2,233
+123
+6% +$17.1K 0.01% 601
2022
Q4 		$299K Sell
2,110
-130
-6% -$17.9K 0.01% 464
2022
Q3 		$244K Buy
2,240
+146
+7% +$16.2K 0.01% 468
2022
Q2 		$222K Buy
+2,094
New +$237K 0.01% 508

Other funds holding HES

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BIG
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IA
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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