SHIM
HES

Stone House Investment Management’s Hess HES Stock Holding History

Stone House Investment 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
-16
Closed -$2.22K – 742
2025
Q2 		$2.22K Buy
+16
New +$2.16K ﹤0.01% 404

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

Stone House Investment Management's HES Position: Q3 2025 in Review

Stone House Investment Management sold out of Hess (HES) in Q3 2025, closing a stake of 16 shares — an estimated $2.22K sold.

Stone House Investment Management first reported a position in HES in Q2 2025 and held it in 1 quarter. The position peaked at $2.22K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Stone House Investment Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Stone House Investment Management sold 16 Hess shares in Q3 2025, an estimated $2.22K.
  • Stone House Investment Management first reported a position in Hess in Q2 2025 and held it in 1 quarter.
  • Stone House Investment Management's Hess position peaked at $2.22K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Stone House Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.