TWD
HES

True Wealth Design’s Hess HES Stock Holding History

True Wealth Design’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
-40
Closed -$5.52K – 2790
2025
Q2 		$5.52K Sell
40
-1
-2% -$135 ﹤0.01% 769
2025
Q1 		$6.52K Buy
41
+16
+64% +$2.35K ﹤0.01% 603
2024
Q4 		$3.3K Buy
25
+8
+47% +$1.12K ﹤0.01% 621
2024
Q3 		$2.31K Sell
17
-2
-11% -$278 ﹤0.01% 747
2024
Q2 		$2.8K Sell
19
-44
-70% -$6.74K ﹤0.01% 328
2024
Q1 		$9.62K Buy
63
+6
+11% +$871 ﹤0.01% 247
2023
Q4 		$8.22K Hold
57
– – ﹤0.01% 239
2023
Q3 		$8.72K Hold
57
– – ﹤0.01% 210
2023
Q2 		$7.75K Hold
57
– – ﹤0.01% 226
2023
Q1 		$7.54K Hold
57
– – ﹤0.01% 258
2022
Q4 		$8.08K Buy
+57
New +$7.83K ﹤0.01% 230

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

True Wealth Design's HES Position: Q3 2025 in Review

True Wealth Design sold out of Hess (HES) in Q3 2025, closing a stake of 40 shares — an estimated $5.52K sold.

True Wealth Design first reported a position in HES in Q4 2022 and held it in 11 quarters. The position peaked at $9.62K in Q1 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • True Wealth Design reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 40 Hess shares in Q3 2025, an estimated $5.52K.
  • True Wealth Design first reported a position in Hess in Q4 2022 and held it in 11 quarters.
  • True Wealth Design's Hess position peaked at $9.62K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.