SS
HES

Sunbelt Securities’s Hess HES Stock Holding History

Sunbelt Securities’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
-1,141
Closed -$152K – 2771
2025
Q2 		$152K Buy
1,141
+66
+6% +$8.91K 0.01% 663
2025
Q1 		$172K Sell
1,075
-82
-7% -$12.1K 0.02% 599
2024
Q4 		$151K Hold
1,157
– – 0.01% 668
2024
Q3 		$157K Buy
1,157
+16
+1% +$2.23K 0.02% 658
2024
Q2 		$168K Sell
1,141
-70
-6% -$10.7K 0.02% 602
2024
Q1 		$185K Buy
1,211
+141
+13% +$20.5K 0.02% 558
2023
Q4 		$154K Hold
1,070
– – 0.02% 561
2023
Q3 		$164K Hold
1,070
– – 0.02% 531
2023
Q2 		$145K Hold
1,070
– – 0.02% 547
2023
Q1 		$142K Buy
+1,070
New +$149K 0.02% 504
2019
Q1 		– Sell
-5,264
Closed -$213K – 234
2018
Q4 		$213K Buy
5,264
+32
+0.6% +$1.82K 0.12% 198
2018
Q3 		$374K Buy
+5,232
New +$345K 0.2% 143

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

Sunbelt Securities's HES Position: Q3 2025 in Review

Sunbelt Securities sold out of Hess (HES) in Q3 2025, closing a stake of 1,141 shares — an estimated $152K sold.

Sunbelt Securities first reported a position in HES in Q3 2018 and held it in 12 quarters. The position peaked at $374K in Q3 2018. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Sunbelt Securities reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 1,141 Hess shares in Q3 2025, an estimated $152K.
  • Sunbelt Securities first reported a position in Hess in Q3 2018 and held it in 12 quarters.
  • Sunbelt Securities's Hess position peaked at $374K in Q3 2018.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.