WSC
HES

Wellington Shields & Co’s Hess HES Stock Holding History

Wellington Shields & Co’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
-500
Closed -$69.3K – 330
2025
Q2 		$69.3K Hold
500
– – 0.02% 278
2025
Q1 		$79.9K Buy
+500
New +$73.5K 0.03% 261
2024
Q3 		– Sell
-500
Closed -$73.8K – 318
2024
Q2 		$73.8K Buy
+500
New +$76.6K 0.02% 263

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

Wellington Shields & Co's HES Position: Q3 2025 in Review

Wellington Shields & Co sold out of Hess (HES) in Q3 2025, closing a stake of 500 shares — an estimated $69.3K sold.

Wellington Shields & Co first reported a position in HES in Q2 2024 and held it in 3 quarters. The position peaked at $79.9K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Wellington Shields & Co reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Wellington Shields & Co sold 500 Hess shares in Q3 2025, an estimated $69.3K.
  • Wellington Shields & Co first reported a position in Hess in Q2 2024 and held it in 3 quarters.
  • Wellington Shields & Co's Hess position peaked at $79.9K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Wellington Shields & Co's 13F filing for Q3 2025, filed 5 Nov 2025.