Wealth Alliance Advisory Group’s Hess HES Stock Holding History

Wealth Alliance Advisory Group’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	-5,211	Closed	-$722K	–	194
2025 Q2	$722K	Buy	5,211 +1,100	+27%	+$149K	0.14%	88
2025 Q1	$657K	Buy	4,111 +100	+2%	+$14.7K	0.14%	94
2024 Q4	$534K	Buy	4,011 +1	+0%	+$140	0.11%	102
2024 Q3	$545K	Hold	4,010	–	–	0.11%	106
2024 Q2	$592K	Buy	+4,010	New	+$615K	0.13%	93

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

Wealth Alliance Advisory Group's HES Position: Q3 2025 in Review

Wealth Alliance Advisory Group sold out of Hess (HES) in Q3 2025, closing a stake of 5,211 shares — an estimated $722K sold.

Wealth Alliance Advisory Group first reported a position in HES in Q2 2024 and held it in 5 quarters. The position peaked at $722K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Wealth Alliance Advisory Group reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Wealth Alliance Advisory Group sold 5,211 Hess shares in Q3 2025, an estimated $722K.
Wealth Alliance Advisory Group first reported a position in Hess in Q2 2024 and held it in 5 quarters.
Wealth Alliance Advisory Group's Hess position peaked at $722K in Q2 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2025, filed 14 Oct 2025.