SFS
HES

Sowell Financial Services’s Hess HES Stock Holding History

Sowell Financial Services’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
-2,253
Closed -$312K – 1100
2025
Q2 		$312K Sell
2,253
-40
-2% -$5.4K 0.01% 767
2025
Q1 		$366K Buy
+2,293
New +$337K 0.02% 681
2021
Q2 		– Sell
-8,937
Closed -$726K – 1461
2021
Q1 		$726K Sell
8,937
-138
-2% -$8.82K 0.03% 511
2020
Q4 		$479K Sell
9,075
-784
-8% -$35.6K 0.02% 539
2020
Q3 		$404K Buy
9,859
+269
+3% +$12.8K 0.02% 523
2020
Q2 		$497K Buy
9,590
+3,774
+65% +$173K 0.03% 456
2020
Q1 		$194K Buy
5,816
+4,821
+485% +$261K 0.01% 656
2019
Q4 		$66K Sell
995
-56
-5% -$3.66K 0.01% 1053
2019
Q3 		$64K Buy
+1,051
New +$65.5K 0.01% 940

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

Sowell Financial Services's HES Position: Q3 2025 in Review

Sowell Financial Services sold out of Hess (HES) in Q3 2025, closing a stake of 2,253 shares — an estimated $312K sold.

Sowell Financial Services first reported a position in HES in Q3 2019 and held it in 9 quarters. The position peaked at $726K in Q1 2021. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Sowell Financial Services reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 2,253 Hess shares in Q3 2025, an estimated $312K.
  • Sowell Financial Services first reported a position in Hess in Q3 2019 and held it in 9 quarters.
  • Sowell Financial Services's Hess position peaked at $726K in Q1 2021.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.