SFA
HES

Sequoia Financial Advisors’s Hess HES Stock Holding History

Sequoia 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
-4,560
Closed -$632K – 1767
2025
Q2 		$632K Buy
4,560
+449
+11% +$60.6K ﹤0.01% 895
2025
Q1 		$657K Buy
4,111
+129
+3% +$19K 0.01% 761
2024
Q4 		$530K Buy
3,982
+476
+14% +$66.5K 0.01% 779
2024
Q3 		$476K Sell
3,506
-361
-9% -$50.2K 0.01% 767
2024
Q2 		$570K Buy
3,867
+365
+10% +$55.9K 0.01% 647
2024
Q1 		$535K Sell
3,502
-893
-20% -$130K 0.01% 665
2023
Q4 		$634K Buy
4,395
+1,579
+56% +$231K 0.01% 668
2023
Q3 		$431K Buy
2,816
+21
+0.8% +$3.16K 0.01% 559
2023
Q2 		$380K Buy
2,795
+143
+5% +$19.6K 0.01% 606
2023
Q1 		$351K Buy
2,652
+264
+11% +$36.7K 0.01% 574
2022
Q4 		$339K Buy
+2,388
New +$328K 0.01% 547

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

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

Sequoia Financial Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 4,560 shares — an estimated $632K sold.

Sequoia Financial Advisors first reported a position in HES in Q4 2022 and held it in 11 quarters. The position peaked at $657K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Sequoia Financial Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 4,560 Hess shares in Q3 2025, an estimated $632K.
  • Sequoia Financial Advisors first reported a position in Hess in Q4 2022 and held it in 11 quarters.
  • Sequoia Financial Advisors's Hess position peaked at $657K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Sequoia Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.