SO
HES

Sierra Ocean’s Hess HES Stock Holding History

Sierra Ocean’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
-227
Closed -$31.5K – 434
2025
Q2 		$31.5K Buy
227
+35
+18% +$4.72K 0.02% 250
2025
Q1 		$30.7K Sell
192
-11
-5% -$1.62K 0.02% 232
2024
Q4 		$27K Buy
+203
New +$28.3K 0.02% 251

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

Sierra Ocean's HES Position: Q3 2025 in Review

Sierra Ocean sold out of Hess (HES) in Q3 2025, closing a stake of 227 shares — an estimated $31.5K sold.

Sierra Ocean first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $31.5K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Sierra Ocean reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 227 Hess shares in Q3 2025, an estimated $31.5K.
  • Sierra Ocean first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Hess position peaked at $31.5K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.