TIM
HES

Tortoise Investment Management’s Hess HES Stock Holding History

Tortoise Investment 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
-105
Closed -$14.5K – 1575
2025
Q2 		$14.5K Buy
105
+9
+9% +$1.22K ﹤0.01% 557
2025
Q1 		$15.3K Hold
96
– – ﹤0.01% 536
2024
Q4 		$12.8K Hold
96
– – ﹤0.01% 597
2024
Q3 		$13K Hold
96
– – ﹤0.01% 608
2024
Q2 		$14.2K Sell
96
-26
-21% -$3.98K ﹤0.01% 586
2024
Q1 		$18.6K Sell
122
-103
-46% -$15K ﹤0.01% 523
2023
Q4 		$32.4K Hold
225
– – ﹤0.01% 426
2023
Q3 		$34.4K Buy
+225
New +$33.9K 0.01% 389
2023
Q2 		– Sell
-405
Closed -$53.6K – 787
2023
Q1 		$53.6K Hold
405
– – 0.01% 330
2022
Q4 		$57.4K Hold
405
– – 0.01% 315
2022
Q3 		$44K Buy
+405
New +$44.9K 0.01% 329
2018
Q4 		– Sell
-150
Closed -$11K – 554
2018
Q3 		$11K Hold
150
– – ﹤0.01% 389
2018
Q2 		$10K Buy
+150
New +$8.96K ﹤0.01% 405
2015
Q3 		– Sell
-800
Closed -$54K – 420
2015
Q2 		$54K Hold
800
– – 0.02% 205
2015
Q1 		$54K Hold
800
– – 0.02% 201
2014
Q4 		$59K Hold
800
– – 0.02% 196
2014
Q3 		$75K Sell
800
-216
-21% -$21.4K 0.03% 174
2014
Q2 		$100K Buy
1,016
+1,000
+6,250% +$90.2K 0.04% 154
2014
Q1 		$1K Hold
16
– – ﹤0.01% 334
2013
Q4 		$1K Hold
16
– – ﹤0.01% 318
2013
Q3 		$1K Hold
16
– – ﹤0.01% 328
2013
Q2 		$1K Buy
+16
New +$1.11K ﹤0.01% 355

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

Tortoise Investment Management's HES Position: Q3 2025 in Review

Tortoise Investment Management sold out of Hess (HES) in Q3 2025, closing a stake of 105 shares — an estimated $14.5K sold.

Tortoise Investment Management first reported a position in HES in Q2 2013 and held it in 22 quarters. The position peaked at $100K in Q2 2014. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Tortoise Investment Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 105 Hess shares in Q3 2025, an estimated $14.5K.
  • Tortoise Investment Management first reported a position in Hess in Q2 2013 and held it in 22 quarters.
  • Tortoise Investment Management's Hess position peaked at $100K in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Tortoise Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.