SWP
HES

Stratos Wealth Partners’s Hess HES Stock Holding History

Stratos Wealth Partners’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
-1,535
Closed -$213K – 1572
2025
Q2 		$213K Sell
1,535
-66
-4% -$8.91K ﹤0.01% 1307
2025
Q1 		$256K Sell
1,601
-1,664
-51% -$245K ﹤0.01% 1160
2024
Q4 		$434K Buy
3,265
+15
+0.5% +$2.1K 0.01% 995
2024
Q3 		$441K Sell
3,250
-94
-3% -$13.1K 0.01% 977
2024
Q2 		$493K Sell
3,344
-165
-5% -$25.3K 0.01% 898
2024
Q1 		$536K Sell
3,509
-669
-16% -$97.2K 0.01% 864
2023
Q4 		$602K Buy
4,178
+2,669
+177% +$391K 0.01% 803
2023
Q3 		$231K Buy
+1,509
New +$227K 0.01% 1110
2018
Q4 		– Sell
-490
Closed -$35K – 1528
2018
Q3 		$35K Buy
+490
New +$32.3K ﹤0.01% 1619
2018
Q2 		– Sell
-489
Closed -$25K – 1654
2018
Q1 		$25K Sell
489
-84
-15% -$4.12K ﹤0.01% 1926
2017
Q4 		$27K Buy
+573
New +$25.8K ﹤0.01% 1800

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

Stratos Wealth Partners's HES Position: Q3 2025 in Review

Stratos Wealth Partners sold out of Hess (HES) in Q3 2025, closing a stake of 1,535 shares — an estimated $213K sold.

Stratos Wealth Partners first reported a position in HES in Q4 2017 and held it in 11 quarters. The position peaked at $602K in Q4 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Stratos Wealth Partners reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,535 Hess shares in Q3 2025, an estimated $213K.
  • Stratos Wealth Partners first reported a position in Hess in Q4 2017 and held it in 11 quarters.
  • Stratos Wealth Partners's Hess position peaked at $602K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Stratos Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.