SPIA
HES

Steward Partners Investment Advisory’s Hess HES Stock Holding History

Steward Partners Investment Advisory’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
-9,680
Closed -$1.34M – 4310
2025
Q2 		$1.34M Buy
9,680
+200
+2% +$27K 0.01% 866
2025
Q1 		$1.51M Buy
9,480
+1,292
+16% +$190K 0.01% 760
2024
Q4 		$1.09M Buy
8,188
+3,541
+76% +$494K 0.01% 847
2024
Q3 		$631K Buy
4,647
+995
+27% +$138K 0.01% 1018
2024
Q2 		$539K Buy
3,652
+8
+0.2% +$1.23K 0.01% 1035
2024
Q1 		$556K Buy
3,644
+185
+5% +$26.9K 0.01% 1014
2023
Q4 		$499K Buy
3,459
+3
+0.1% +$440 0.01% 1004
2023
Q3 		$529K Sell
3,456
-30
-0.9% -$4.52K 0.01% 903
2023
Q2 		$474K Buy
3,486
+14
+0.4% +$1.92K 0.01% 953
2023
Q1 		$459K Sell
3,472
-300
-8% -$41.8K 0.01% 962
2022
Q4 		$535K Hold
3,772
– – 0.01% 891
2022
Q3 		$411K Sell
3,772
-81
-2% -$8.98K 0.01% 918
2022
Q2 		$408K Sell
3,853
-488
-11% -$55.2K 0.01% 928
2022
Q1 		$465K Buy
4,341
+213
+5% +$20.2K 0.01% 947
2021
Q4 		$306K Buy
4,128
+85
+2% +$6.89K ﹤0.01% 1130
2021
Q3 		$316K Buy
4,043
+101
+3% +$7.44K 0.01% 1083
2021
Q2 		$344K Buy
3,942
+81
+2% +$6.54K 0.01% 1112
2021
Q1 		$273K Sell
3,861
-175
-4% -$11.2K ﹤0.01% 1143
2020
Q4 		$213K Buy
4,036
+183
+5% +$8.32K ﹤0.01% 1046
2020
Q3 		$158K Sell
3,853
-350
-8% -$16.6K ﹤0.01% 1042
2020
Q2 		$218K Buy
4,203
+371
+10% +$17K 0.01% 853
2020
Q1 		$127K Sell
3,832
-450
-11% -$24.3K ﹤0.01% 919
2019
Q4 		$286K Buy
4,282
+3,361
+365% +$220K 0.01% 777
2019
Q3 		$55K Buy
921
+450
+96% +$28K ﹤0.01% 1312
2019
Q2 		$29K Buy
+471
New +$29.1K ﹤0.01% 1551
2018
Q4 		– Sell
-254
Closed -$18K – 1348
2018
Q3 		$18K Buy
254
+1
+0.4% +$66 ﹤0.01% 1604
2018
Q2 		$17K Buy
253
+11
+5% +$657 ﹤0.01% 1530
2018
Q1 		$12K Buy
242
+122
+102% +$5.98K ﹤0.01% 1519
2017
Q4 		$5K Sell
120
-6
-5% -$271 ﹤0.01% 1506
2017
Q3 		$5K Sell
126
-20
-14% -$846 ﹤0.01% 1292
2017
Q2 		$6K Sell
146
-14
-9% -$654 ﹤0.01% 1171
2017
Q1 		$7K Buy
+160
New +$8.47K ﹤0.01% 1031

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

Steward Partners Investment Advisory's HES Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Hess (HES) in Q3 2025, closing a stake of 9,680 shares — an estimated $1.34M sold.

Steward Partners Investment Advisory first reported a position in HES in Q1 2017 and held it in 32 quarters. The position peaked at $1.51M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 9,680 Hess shares in Q3 2025, an estimated $1.34M.
  • Steward Partners Investment Advisory first reported a position in Hess in Q1 2017 and held it in 32 quarters.
  • Steward Partners Investment Advisory's Hess position peaked at $1.51M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.