UCFA
HES

United Capital Financial Advisors’s Hess HES Stock Holding History

United Capital Financial Advisors’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
-6,297
Closed -$872K – 1219
2025
Q2 		$872K Sell
6,297
-366
-5% -$49.4K 0.01% 628
2025
Q1 		$1.06M Buy
6,663
+309
+5% +$45.4K 0.01% 553
2024
Q4 		$845K Buy
6,354
+1,337
+27% +$187K 0.01% 596
2024
Q3 		$681K Sell
5,017
-1,089
-18% -$151K 0.01% 647
2024
Q2 		$901K Sell
6,106
-301
-5% -$46.1K 0.01% 551
2024
Q1 		$978K Buy
6,407
+205
+3% +$29.8K 0.01% 565
2023
Q4 		$894K Buy
+6,202
New +$909K 0.01% 580
2020
Q1 		– Sell
-14,061
Closed -$939K – 1269
2019
Q4 		$939K Buy
+14,061
New +$920K 0.01% 803
2019
Q3 		– Sell
-11,987
Closed -$762K – 1389
2019
Q2 		$762K Buy
11,987
+2,621
+28% +$162K 0.01% 898
2019
Q1 		$564K Buy
9,366
+2,452
+35% +$135K ﹤0.01% 942
2018
Q4 		$280K Buy
6,914
+1,847
+36% +$105K ﹤0.01% 1088
2018
Q3 		$363K Sell
5,067
-1,068
-17% -$70.4K ﹤0.01% 1042
2018
Q2 		$410K Sell
6,135
-908
-13% -$54.2K ﹤0.01% 983
2018
Q1 		$357K Sell
7,043
-1,163
-14% -$57K ﹤0.01% 1037
2017
Q4 		$397K Buy
8,206
+19
+0.2% +$857 ﹤0.01% 1028
2017
Q3 		$384K Buy
8,187
+196
+2% +$8.29K ﹤0.01% 1037
2017
Q2 		$351K Sell
7,991
-5,770
-42% -$270K ﹤0.01% 1025
2017
Q1 		$663K Sell
13,761
-4,114
-23% -$218K 0.01% 847
2016
Q4 		$1.11M Sell
17,875
-1,318
-7% -$72K 0.01% 728
2016
Q3 		$1.03M Sell
19,193
-445
-2% -$23.8K 0.01% 764
2016
Q2 		$1.18M Sell
19,638
-2,690
-12% -$156K 0.01% 689
2016
Q1 		$1.18M Buy
22,328
+372
+2% +$16.4K 0.01% 664
2015
Q4 		$1.06M Sell
21,956
-2,957
-12% -$168K 0.01% 680
2015
Q3 		$1.25M Sell
24,913
-2,060
-8% -$118K 0.02% 633
2015
Q2 		$1.8M Sell
26,973
-162
-0.6% -$11.5K 0.02% 592
2015
Q1 		$2.09M Buy
27,135
+5,401
+25% +$385K 0.03% 542
2014
Q4 		$1.6M Buy
21,734
+422
+2% +$33.4K 0.02% 528
2014
Q3 		$2.01M Sell
21,312
-607
-3% -$60K 0.03% 438
2014
Q2 		$2.17M Sell
21,919
-1,363
-6% -$123K 0.04% 401
2014
Q1 		$1.93M Buy
23,282
+1,651
+8% +$131K 0.04% 364
2013
Q4 		$1.79M Sell
21,631
-2,713
-11% -$220K 0.06% 254
2013
Q3 		$1.88M Sell
24,344
-104
-0.4% -$7.75K 0.06% 261
2013
Q2 		$1.63M Buy
+24,448
New +$1.69M 0.04% 334

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 $5.54B AUM 27.43% 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 $7.49B AUM 24.82% 1-Year Est. Return

United Capital Financial Advisors's HES Position: Q3 2025 in Review

United Capital Financial Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 6,297 shares — an estimated $872K sold.

United Capital Financial Advisors first reported a position in HES in Q2 2013 and held it in 33 quarters. The position peaked at $2.17M in Q2 2014. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • United Capital Financial Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,297 Hess shares in Q3 2025, an estimated $872K.
  • United Capital Financial Advisors first reported a position in Hess in Q2 2013 and held it in 33 quarters.
  • United Capital Financial Advisors's Hess position peaked at $2.17M in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on United Capital Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.