Valued Wealth Advisors’s Hess HES Stock Holding History

Valued Wealth 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	-23	Closed	-$3.21K	–	635
2025 Q2	$3.21K	Sell	23 -15	-39%	-$2.02K	﹤0.01%	335
2025 Q1	$6.09K	Hold	38	–	–	﹤0.01%	284
2024 Q4	$5.06K	Buy	38 +31	+443%	+$4.33K	﹤0.01%	297
2024 Q3	$954	Sell	7 -21	-75%	-$2.92K	﹤0.01%	459
2024 Q2	$4.13K	Buy	28 +13	+87%	+$1.99K	﹤0.01%	293
2024 Q1	$2.29K	Sell	15 -12	-44%	-$1.74K	﹤0.01%	343
2023 Q4	$4.13K	Buy	+27	New	+$3.96K	﹤0.01%	214

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Valued Wealth Advisors's HES Position: Q3 2025 in Review

Valued Wealth Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 23 shares — an estimated $3.21K sold.

Valued Wealth Advisors first reported a position in HES in Q4 2023 and held it in 7 quarters. The position peaked at $6.09K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Valued Wealth Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Valued Wealth Advisors sold 23 Hess shares in Q3 2025, an estimated $3.21K.
Valued Wealth Advisors first reported a position in Hess in Q4 2023 and held it in 7 quarters.
Valued Wealth Advisors's Hess position peaked at $6.09K in Q1 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Valued Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.