SSG
HES

Summit Securities Group’s Hess HES Stock Holding History

Summit Securities 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
2024
Q2 		– Sell
-18,500
Closed -$2.82M – 657
2024
Q1 		$2.82M Buy
+18,500
New +$2.69M 0.46% 31
2021
Q4 		– Sell
-60
Closed -$469K – 863
2021
Q3 		$469K Buy
+60
New +$4.42K 0.04% 411

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

Summit Securities Group's HES Position: Q3 2025 in Review

Summit Securities Group sold out of Hess (HES) in Q3 2025, closing a stake of 1,984 shares — an estimated $275K sold.

Summit Securities Group first reported a position in HES in Q3 2013 and held it in 13 quarters. The position peaked at $589K in Q4 2013. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Summit Securities Group reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,984 Hess shares in Q3 2025, an estimated $275K.
  • Summit Securities Group first reported a position in Hess in Q3 2013 and held it in 13 quarters.
  • Summit Securities Group's Hess position peaked at $589K in Q4 2013.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.