SC
HES

SummitTX Capital’s Hess HES Stock Holding History

SummitTX Capital’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
-3,100
Closed -$429K – 844
2025
Q2 		$429K Sell
3,100
-8,700
-74% -$1.17M 0.02% 536
2025
Q1 		$1.88M Buy
+11,800
New +$1.73M 0.08% 261

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

SummitTX Capital's HES Position: Q3 2025 in Review

SummitTX Capital sold out of Hess (HES) in Q3 2025, closing a stake of 3,100 shares — an estimated $429K sold.

SummitTX Capital first reported a position in HES in Q1 2025 and held it in 2 quarters. The position peaked at $1.88M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • SummitTX Capital reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • SummitTX Capital sold 3,100 Hess shares in Q3 2025, an estimated $429K.
  • SummitTX Capital first reported a position in Hess in Q1 2025 and held it in 2 quarters.
  • SummitTX Capital's Hess position peaked at $1.88M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.