Savant Capital
HES icon

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

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brooklyn Investment Group
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Savant Capital's HES Position: Q3 2025 in Review

Savant Capital sold out of Hess (HES) in Q3 2025, closing a stake of 6,387 shares — an estimated $885K sold.

Savant Capital first reported a position in HES in Q2 2022 and held it in 13 quarters. The position peaked at $885K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Savant Capital reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Savant Capital sold 6,387 Hess shares in Q3 2025, an estimated $885K.
  • Savant Capital first reported a position in Hess in Q2 2022 and held it in 13 quarters.
  • Savant Capital's Hess position peaked at $885K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Savant Capital's 13F filing for Q3 2025, filed 5 Nov 2025.