Systematic Alpha Investments’s Hess HES Stock Holding History

Systematic Alpha Investments’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	-4,980	Closed	-$690K	–	233
2025 Q2	$690K	Hold	4,980	–	–	0.02%	127
2025 Q1	$795K	Hold	4,980	–	–	0.03%	114
2024 Q4	$662K	Hold	4,980	–	–	0.02%	128
2024 Q3	$676K	Hold	4,980	–	–	0.02%	130
2024 Q2	$735K	Hold	4,980	–	–	0.03%	123
2024 Q1	$760K	Hold	4,980	–	–	0.03%	125
2023 Q4	$718K	Hold	4,980	–	–	0.03%	120
2023 Q3	$762K	Hold	4,980	–	–	0.04%	113
2023 Q2	$677K	Hold	4,980	–	–	0.03%	121
2023 Q1	$659K	Hold	4,980	–	–	0.03%	124
2022 Q4	$706K	Hold	4,980	–	–	0.04%	115
2022 Q3	$543K	Hold	4,980	–	–	0.03%	126
2022 Q2	$528K	Hold	4,980	–	–	0.03%	132
2022 Q1	$533K	Hold	4,980	–	–	0.03%	146
2021 Q4	$369K	Hold	4,980	–	–	0.02%	176
2021 Q3	$411K	Buy	+4,980	New	+$367K	0.02%	174

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Systematic Alpha Investments's HES Position: Q3 2025 in Review

Systematic Alpha Investments sold out of Hess (HES) in Q3 2025, closing a stake of 4,980 shares — an estimated $690K sold.

Systematic Alpha Investments first reported a position in HES in Q3 2021 and held it in 16 quarters. The position peaked at $795K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Systematic Alpha Investments reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Systematic Alpha Investments sold 4,980 Hess shares in Q3 2025, an estimated $690K.
Systematic Alpha Investments first reported a position in Hess in Q3 2021 and held it in 16 quarters.
Systematic Alpha Investments's Hess position peaked at $795K in Q1 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Systematic Alpha Investments's 13F filing for Q3 2025, filed 12 Nov 2025.