SIS
HES

Sound Income Strategies’s Hess HES Stock Holding History

Sound Income Strategies’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
-205
Closed -$28.4K – 1760
2025
Q2 		$28.4K Buy
205
+1
+0.5% +$135 ﹤0.01% 670
2025
Q1 		$32.6K Buy
204
+1
+0.5% +$147 ﹤0.01% 606
2024
Q4 		$27K Hold
203
– – ﹤0.01% 617
2024
Q3 		$27.5K Buy
203
+1
+0.5% +$139 ﹤0.01% 572
2024
Q2 		$29.8K Buy
202
+1
+0.5% +$153 ﹤0.01% 543
2024
Q1 		$30.7K Hold
201
– – ﹤0.01% 517
2023
Q4 		$28.9K Buy
+201
New +$29.5K ﹤0.01% 512
2023
Q1 		– Sell
-26
Closed -$3.69K – 1095
2022
Q4 		$3.69K Buy
26
+17
+189% +$2.33K ﹤0.01% 682
2022
Q3 		$1K Hold
9
– – ﹤0.01% 790
2022
Q2 		$1K Hold
9
– – ﹤0.01% 806
2022
Q1 		$1K Buy
+9
New +$854 ﹤0.01% 796

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 $7.49B AUM 24.82% 1-Year Est. Return

Sound Income Strategies's HES Position: Q3 2025 in Review

Sound Income Strategies sold out of Hess (HES) in Q3 2025, closing a stake of 205 shares — an estimated $28.4K sold.

Sound Income Strategies first reported a position in HES in Q1 2022 and held it in 11 quarters. The position peaked at $32.6K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Sound Income Strategies reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Sound Income Strategies sold 205 Hess shares in Q3 2025, an estimated $28.4K.
  • Sound Income Strategies first reported a position in Hess in Q1 2022 and held it in 11 quarters.
  • Sound Income Strategies's Hess position peaked at $32.6K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.