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SVB Wealth’s Hess HES Stock Holding History

SVB Wealth’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
-1,859
Closed -$258K – 412
2025
Q2 		$258K Sell
1,859
-1,784
-49% -$241K 0.01% 384
2025
Q1 		$582K Buy
3,643
+1,125
+45% +$165K 0.02% 199
2024
Q4 		$335K Buy
+2,518
New +$352K 0.01% 523
2024
Q3 		– Sell
-2,552
Closed -$377K – 262
2024
Q2 		$377K Sell
2,552
-1,419
-36% -$217K 0.01% 493
2024
Q1 		$606K Sell
3,971
-194
-5% -$28.2K 0.01% 432
2023
Q4 		$601K Buy
4,165
+1,151
+38% +$169K 0.01% 434
2023
Q3 		$461K Sell
3,014
-26
-0.9% -$3.92K 0.01% 478
2023
Q2 		$413K Sell
3,040
-96
-3% -$13.1K 0.01% 541
2023
Q1 		$415K Buy
3,136
+20
+0.6% +$2.78K 0.01% 595
2022
Q4 		$442K Sell
3,116
-330
-10% -$45.3K 0.01% 600
2022
Q3 		$375K Buy
3,446
+969
+39% +$107K 0.01% 602
2022
Q2 		$263K Buy
2,477
+190
+8% +$21.5K ﹤0.01% 603
2022
Q1 		$245K Buy
+2,287
New +$217K ﹤0.01% 637
2017
Q1 		– Sell
-4,032
Closed -$251K – 497
2016
Q4 		$251K Buy
+4,032
New +$220K 0.01% 437
2015
Q3 		– Sell
-3,167
Closed -$212K – 563
2015
Q2 		$212K Sell
3,167
-596
-16% -$42.3K 0.01% 526
2015
Q1 		$255K Buy
3,763
+629
+20% +$44.9K 0.01% 494
2014
Q4 		$231K Buy
+3,134
New +$248K 0.01% 503

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
Brooklyn Investment Group
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IFP Advisors
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
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

SVB Wealth's HES Position: Q3 2025 in Review

SVB Wealth sold out of Hess (HES) in Q3 2025, closing a stake of 1,859 shares — an estimated $258K sold.

SVB Wealth first reported a position in HES in Q4 2014 and held it in 17 quarters. The position peaked at $606K in Q1 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • SVB Wealth reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • SVB Wealth sold 1,859 Hess shares in Q3 2025, an estimated $258K.
  • SVB Wealth first reported a position in Hess in Q4 2014 and held it in 17 quarters.
  • SVB Wealth's Hess position peaked at $606K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

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