SWA
HES icon

SOA Wealth Advisors’s Hess HES Stock Holding History

SOA Wealth 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
-110
Closed -$15.2K – 906
2025
Q2 		$15.2K Hold
110
– – ﹤0.01% 548
2025
Q1 		$17.6K Hold
110
– – ﹤0.01% 492
2024
Q4 		$14.6K Hold
110
– – ﹤0.01% 502
2024
Q3 		$14.9K Hold
110
– – ﹤0.01% 490
2024
Q2 		$16.2K Hold
110
– – ﹤0.01% 469
2024
Q1 		$16.8K Hold
110
– – ﹤0.01% 465
2023
Q4 		$15.9K Hold
110
– – ﹤0.01% 459
2023
Q3 		$16.8K Hold
110
– – ﹤0.01% 452
2023
Q2 		$15K Hold
110
– – ﹤0.01% 474
2023
Q1 		$14.6K Hold
110
– – ﹤0.01% 479
2022
Q4 		$15.6K Hold
110
– – ﹤0.01% 450
2022
Q3 		$11K Sell
110
-2
-2% -$222 ﹤0.01% 494
2022
Q2 		$11K Hold
112
– – ﹤0.01% 482
2022
Q1 		$11K Hold
112
– – ﹤0.01% 572
2021
Q4 		$8K Hold
112
– – ﹤0.01% 603
2021
Q3 		$8K Hold
112
– – ﹤0.01% 622
2021
Q2 		$9K Buy
112
+1
+0.9% +$81 ﹤0.01% 590
2021
Q1 		$7K Sell
111
-1
-0.9% -$64 ﹤0.01% 577
2020
Q4 		$6K Buy
+112
New +$5.09K ﹤0.01% 584

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
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 $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

SOA Wealth Advisors's HES Position: Q3 2025 in Review

SOA Wealth Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 110 shares — an estimated $15.2K sold.

SOA Wealth Advisors first reported a position in HES in Q4 2020 and held it in 19 quarters. The position peaked at $17.6K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • SOA Wealth Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 110 Hess shares in Q3 2025, an estimated $15.2K.
  • SOA Wealth Advisors first reported a position in Hess in Q4 2020 and held it in 19 quarters.
  • SOA Wealth Advisors's Hess position peaked at $17.6K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.