TFM
HES

TFC Financial Management’s Hess HES Stock Holding History

TFC Financial 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
-34
Closed -$4.71K – 1018
2025
Q2 		$4.71K Sell
34
-4
-11% -$540 ﹤0.01% 426
2025
Q1 		$6.07K Hold
38
– – ﹤0.01% 392
2024
Q4 		$5.05K Buy
38
+25
+192% +$3.49K ﹤0.01% 412
2024
Q3 		$1.77K Hold
13
– – ﹤0.01% 519
2024
Q2 		$1.92K Hold
13
– – ﹤0.01% 488
2024
Q1 		$1.99K Buy
13
+1
+8% +$145 ﹤0.01% 471
2023
Q4 		$1.73K Hold
12
– – ﹤0.01% 469
2023
Q3 		$1.84K Hold
12
– – ﹤0.01% 469
2023
Q2 		$1.63K Sell
12
-257
-96% -$35.2K ﹤0.01% 467
2023
Q1 		$35.6K Buy
+269
New +$37.4K 0.01% 263

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

TFC Financial Management's HES Position: Q3 2025 in Review

TFC Financial Management sold out of Hess (HES) in Q3 2025, closing a stake of 34 shares — an estimated $4.71K sold.

TFC Financial Management first reported a position in HES in Q1 2023 and held it in 10 quarters. The position peaked at $35.6K in Q1 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • TFC Financial Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • TFC Financial Management sold 34 Hess shares in Q3 2025, an estimated $4.71K.
  • TFC Financial Management first reported a position in Hess in Q1 2023 and held it in 10 quarters.
  • TFC Financial Management's Hess position peaked at $35.6K in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

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