TWM
HES

Tanager Wealth Management’s Hess HES Stock Holding History

Tanager Wealth Management’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
-4,970
Closed -$689K – 134
2025
Q2 		$689K Buy
4,970
+34
+0.7% +$4.59K 0.08% 66
2025
Q1 		$788K Hold
4,936
– – 0.1% 52
2024
Q4 		$657K Hold
4,936
– – 0.09% 55
2024
Q3 		$670K Buy
+4,936
New +$687K 0.09% 54

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
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 $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Tanager Wealth Management's HES Position: Q3 2025 in Review

Tanager Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 4,970 shares — an estimated $689K sold.

Tanager Wealth Management first reported a position in HES in Q3 2024 and held it in 4 quarters. The position peaked at $788K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Tanager Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Tanager Wealth Management sold 4,970 Hess shares in Q3 2025, an estimated $689K.
  • Tanager Wealth Management first reported a position in Hess in Q3 2024 and held it in 4 quarters.
  • Tanager Wealth Management's Hess position peaked at $788K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Tanager Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.