SAM
HES

Smartleaf Asset Management’s Hess HES Stock Holding History

Smartleaf Asset 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
-1,382
Closed -$192K – 3034
2025
Q2 		$192K Sell
1,382
-217
-14% -$29.3K 0.02% 593
2025
Q1 		$253K Buy
1,599
+121
+8% +$17.8K 0.02% 504
2024
Q4 		$193K Buy
1,478
+562
+61% +$78.5K 0.02% 553
2024
Q3 		$122K Buy
916
+630
+220% +$87.6K 0.01% 646
2024
Q2 		$42.2K Buy
286
+166
+138% +$25.4K 0.01% 787
2024
Q1 		$18.1K Buy
120
+114
+1,900% +$16.6K ﹤0.01% 881
2023
Q4 		$868 Buy
+6
New +$880 ﹤0.01% 1046

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

Smartleaf Asset Management's HES Position: Q3 2025 in Review

Smartleaf Asset Management sold out of Hess (HES) in Q3 2025, closing a stake of 1,382 shares — an estimated $192K sold.

Smartleaf Asset Management first reported a position in HES in Q4 2023 and held it in 7 quarters. The position peaked at $253K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Smartleaf Asset Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 1,382 Hess shares in Q3 2025, an estimated $192K.
  • Smartleaf Asset Management first reported a position in Hess in Q4 2023 and held it in 7 quarters.
  • Smartleaf Asset Management's Hess position peaked at $253K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Smartleaf Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.