SWM
HES

SeaCrest Wealth Management’s Hess HES Stock Holding History

SeaCrest Wealth Management’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
-2,678
Closed -$371K – 655
2025
Q2 		$371K Sell
2,678
-135
-5% -$18.2K 0.04% 401
2025
Q1 		$449K Sell
2,813
-414
-13% -$60.9K 0.05% 359
2024
Q4 		$429K Sell
3,227
-394
-11% -$55K 0.05% 384
2024
Q3 		$492K Buy
3,621
+1
+0% +$139 0.05% 344
2024
Q2 		$534K Buy
3,620
+2
+0.1% +$307 0.06% 296
2024
Q1 		$552K Sell
3,618
-25
-0.7% -$3.63K 0.07% 291
2023
Q4 		$528K Buy
3,643
+298
+9% +$43.7K 0.07% 296
2023
Q3 		$512K Sell
3,345
-75
-2% -$11.3K 0.07% 301
2023
Q2 		$465K Sell
3,420
-2
-0.1% -$274 0.06% 339
2023
Q1 		$453K Sell
3,422
-6
-0.2% -$835 0.06% 347
2022
Q4 		$486K Buy
3,428
+34
+1% +$4.67K 0.07% 330
2022
Q3 		$370K Sell
3,394
-3,400
-50% -$377K 0.06% 377
2022
Q2 		$720K Buy
6,794
+400
+6% +$45.2K 0.09% 228
2022
Q1 		$684K Buy
+6,394
New +$606K 0.08% 267
2021
Q3 		– Sell
-2,542
Closed -$222K – 699
2021
Q2 		$222K Buy
+2,542
New +$205K 0.03% 614
2020
Q1 		– Sell
-3,104
Closed -$207K – 534
2019
Q4 		$207K Sell
3,104
-471
-13% -$30.8K 0.03% 494
2019
Q3 		$216K Buy
3,575
+319
+10% +$19.9K 0.04% 471
2019
Q2 		$207K Sell
3,256
-153
-4% -$9.46K 0.04% 455
2019
Q1 		$205K Sell
3,409
-57
-2% -$3.14K 0.04% 455
2018
Q4 		$140K Sell
3,466
-703
-17% -$40.1K 0.03% 539
2018
Q3 		$298K Sell
4,169
-71
-2% -$4.68K 0.05% 393
2018
Q2 		$284K Buy
4,240
+13
+0.3% +$777 0.05% 383
2018
Q1 		$214K Buy
4,227
+87
+2% +$4.26K 0.04% 472
2017
Q4 		$197K Buy
+4,140
New +$187K 0.04% 498

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

SeaCrest Wealth Management's HES Position: Q3 2025 in Review

SeaCrest Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 2,678 shares — an estimated $371K sold.

SeaCrest Wealth Management first reported a position in HES in Q4 2017 and held it in 24 quarters. The position peaked at $720K in Q2 2022. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • SeaCrest Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,678 Hess shares in Q3 2025, an estimated $371K.
  • SeaCrest Wealth Management first reported a position in Hess in Q4 2017 and held it in 24 quarters.
  • SeaCrest Wealth Management's Hess position peaked at $720K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on SeaCrest Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.