VFA
HES

Valeo Financial Advisors’s Hess HES Stock Holding History

Valeo 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
-1,693
Closed -$235K – 854
2025
Q2 		$235K Buy
1,693
+67
+4% +$9.05K 0.01% 654
2025
Q1 		$260K Buy
1,626
+66
+4% +$9.7K 0.01% 563
2024
Q4 		$207K Buy
+1,560
New +$218K 0.01% 656
2021
Q2 		– Sell
-100
Closed -$7K – 1067
2021
Q1 		$7K Hold
100
– – ﹤0.01% 1457
2020
Q4 		$5K Hold
100
– – ﹤0.01% 1363
2020
Q3 		$4K Sell
100
-530
-84% -$25.2K ﹤0.01% 1296
2020
Q2 		$33K Buy
630
+20
+3% +$916 ﹤0.01% 881
2020
Q1 		$24K Buy
610
+100
+20% +$5.41K ﹤0.01% 844
2019
Q4 		$34K Buy
510
+410
+410% +$26.8K ﹤0.01% 782
2019
Q3 		$6K Hold
100
– – ﹤0.01% 1158
2019
Q2 		$6K Sell
100
-45
-31% -$2.78K ﹤0.01% 1152
2019
Q1 		$9K Hold
145
– – ﹤0.01% 994
2018
Q4 		$6K Hold
145
– – ﹤0.01% 1015
2018
Q3 		$8K Buy
145
+45
+45% +$2.97K ﹤0.01% 1037
2018
Q2 		$6K Hold
100
– – ﹤0.01% 1084
2018
Q1 		$5K Sell
100
-147
-60% -$7.21K ﹤0.01% 1131
2017
Q4 		$12K Hold
247
– – ﹤0.01% 790
2017
Q3 		$12K Buy
+247
New +$10.4K ﹤0.01% 660

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

Valeo Financial Advisors's HES Position: Q3 2025 in Review

Valeo Financial Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 1,693 shares — an estimated $235K sold.

Valeo Financial Advisors first reported a position in HES in Q3 2017 and held it in 18 quarters. The position peaked at $260K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Valeo Financial Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,693 Hess shares in Q3 2025, an estimated $235K.
  • Valeo Financial Advisors first reported a position in Hess in Q3 2017 and held it in 18 quarters.
  • Valeo Financial Advisors's Hess position peaked at $260K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.