SIG
HES

Stonegate Investment Group’s Hess HES Stock Holding History

Stonegate Investment Group’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
-1,961
Closed -$272K – 455
2025
Q2 		$272K Sell
1,961
-483
-20% -$65.2K 0.01% 322
2025
Q1 		$390K Buy
2,444
+96
+4% +$14.1K 0.01% 247
2024
Q4 		$312K Sell
2,348
-2
-0.1% -$279 0.01% 261
2024
Q3 		$319K Buy
+2,350
New +$327K 0.01% 272

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 $4.82B AUM 20.19% 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 $6.53B AUM 20.48% 1-Year Est. Return

Stonegate Investment Group's HES Position: Q3 2025 in Review

Stonegate Investment Group sold out of Hess (HES) in Q3 2025, closing a stake of 1,961 shares — an estimated $272K sold.

Stonegate Investment Group first reported a position in HES in Q3 2024 and held it in 4 quarters. The position peaked at $390K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Stonegate Investment Group reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Stonegate Investment Group sold 1,961 Hess shares in Q3 2025, an estimated $272K.
  • Stonegate Investment Group first reported a position in Hess in Q3 2024 and held it in 4 quarters.
  • Stonegate Investment Group's Hess position peaked at $390K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.