WPC
HES

Wedmont Private Capital’s Hess HES Stock Holding History

Wedmont Private Capital’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
-5,176
Closed -$781K – 803
2025
Q2 		$781K Buy
5,176
+680
+15% +$91.8K 0.03% 323
2025
Q1 		$578K Buy
4,496
+590
+15% +$86.7K 0.03% 340
2024
Q4 		$556K Buy
3,906
+222
+6% +$31K 0.03% 347
2024
Q3 		$517K Sell
3,684
-1,200
-25% -$167K 0.03% 342
2024
Q2 		$725K Buy
4,884
+472
+11% +$72.3K 0.05% 256
2024
Q1 		$690K Buy
4,412
+198
+5% +$28.8K 0.05% 261
2023
Q4 		$606K Buy
4,214
+460
+12% +$67.4K 0.05% 266
2023
Q3 		$576K Buy
3,754
+121
+3% +$18.2K 0.06% 225
2023
Q2 		$491K Buy
3,633
+289
+9% +$39.6K 0.05% 246
2023
Q1 		$476K Buy
3,344
+345
+12% +$48K 0.06% 232
2022
Q4 		$431K Buy
2,999
+609
+25% +$83.7K 0.06% 234
2022
Q3 		$260K Buy
+2,390
New +$265K 0.05% 288

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 $6.53B AUM 20.48% 1-Year Est. Return

Wedmont Private Capital's HES Position: Q3 2025 in Review

Wedmont Private Capital sold out of Hess (HES) in Q3 2025, closing a stake of 5,176 shares — an estimated $781K sold.

Wedmont Private Capital first reported a position in HES in Q3 2022 and held it in 12 quarters. The position peaked at $781K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Wedmont Private Capital reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Wedmont Private Capital sold 5,176 Hess shares in Q3 2025, an estimated $781K.
  • Wedmont Private Capital first reported a position in Hess in Q3 2022 and held it in 12 quarters.
  • Wedmont Private Capital's Hess position peaked at $781K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Wedmont Private Capital's 13F filing for Q3 2025, filed 8 Oct 2025.