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Total Clarity Wealth Management’s Hess HES Stock Holding History

Total Clarity 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
-5,100
Closed -$707K – 304
2025
Q2 		$707K Buy
+5,100
New +$689K 0.2% 118
2022
Q3 		– Sell
-60
Closed -$6K – 536
2022
Q2 		$6K Buy
+60
New +$6.79K ﹤0.01% 777

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

Total Clarity Wealth Management's HES Position: Q3 2025 in Review

Total Clarity Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 5,100 shares — an estimated $707K sold.

Total Clarity Wealth Management first reported a position in HES in Q2 2022 and held it in 2 quarters. The position peaked at $707K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Total Clarity Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Total Clarity Wealth Management sold 5,100 Hess shares in Q3 2025, an estimated $707K.
  • Total Clarity Wealth Management first reported a position in Hess in Q2 2022 and held it in 2 quarters.
  • Total Clarity Wealth Management's Hess position peaked at $707K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Total Clarity Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.