Syon Capital’s Hess HES Stock Holding History

Syon 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	-7,505	Closed	-$1.04M	–	829
2025 Q2	$1.04M	Sell	7,505 -205	-3%	-$27.7K	0.07%	207
2025 Q1	$1.23M	Buy	7,710 +684	+10%	+$101K	0.1%	149
2024 Q4	$934K	Buy	7,026 +215	+3%	+$30K	0.08%	169
2024 Q3	$925K	Sell	6,811 -271	-4%	-$37.7K	0.08%	178
2024 Q2	$1.04M	Buy	7,082 +53	+0.8%	+$8.12K	0.1%	145
2024 Q1	$1.07M	Sell	7,029 -6,853	-49%	-$995K	0.1%	146
2023 Q4	$2M	Buy	13,882 +9,071	+189%	+$1.33M	0.08%	147
2023 Q3	$736K	Buy	+4,811	New	+$724K	0.09%	138

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Syon Capital's HES Position: Q3 2025 in Review

Syon Capital sold out of Hess (HES) in Q3 2025, closing a stake of 7,505 shares — an estimated $1.04M sold.

Syon Capital first reported a position in HES in Q3 2023 and held it in 8 quarters. The position peaked at $2M in Q4 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Syon Capital reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Syon Capital sold 7,505 Hess shares in Q3 2025, an estimated $1.04M.
Syon Capital first reported a position in Hess in Q3 2023 and held it in 8 quarters.
Syon Capital's Hess position peaked at $2M in Q4 2023.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Syon Capital's 13F filing for Q3 2025, filed 7 Nov 2025.