WCMNY
HES

Westchester Capital Management (New York)’s Hess HES Stock Holding History

Westchester Capital Management (New York)’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
-1,553,196
Closed -$215M – 269
2025
Q2 		$215M Buy
1,553,196
+42,163
+3% +$5.69M 11.27% 1
2025
Q1 		$241M Sell
1,511,033
-108,370
-7% -$15.9M 12.44% 1
2024
Q4 		$215M Sell
1,619,403
-112,289
-6% -$15.7M 11.71% 1
2024
Q3 		$235M Buy
1,731,692
+200,197
+13% +$27.8M 10.03% 1
2024
Q2 		$226M Buy
1,531,495
+163,275
+12% +$25M 8.48% 2
2024
Q1 		$209M Sell
1,368,220
-111,635
-8% -$16.2M 7.67% 3
2023
Q4 		$213M Buy
+1,479,855
New +$217M 7.47% 2
2015
Q4 		– Sell
-10,700
Closed -$536K – 115
2015
Q3 		$536K Sell
10,700
-32,100
-75% -$1.84M 0.01% 125
2015
Q2 		$2.86M Buy
+42,800
New +$3.04M 0.04% 118
2015
Q1 		– Sell
-1,616,900
Closed -$119M – 76
2014
Q4 		$119M Hold
1,616,900
– – 1.91% 13
2014
Q3 		$153M Sell
1,616,900
-100
-0% -$9.89K 1.88% 12
2014
Q2 		$160M Sell
1,617,000
-11,500
-0.7% -$1.04M 2.05% 7
2014
Q1 		$135M Buy
1,628,500
+287,400
+21% +$22.8M 1.77% 8
2013
Q4 		$111M Sell
1,341,100
-545,600
-29% -$44.3M 1.65% 14
2013
Q3 		$146M Hold
1,886,700
– – 2.63% 6
2013
Q2 		$125M Buy
+1,886,700
New +$131M 2.33% 5

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

Westchester Capital Management (New York)'s HES Position: Q3 2025 in Review

Westchester Capital Management (New York) sold out of Hess (HES) in Q3 2025, closing a stake of 1,553,196 shares — an estimated $215M sold.

Westchester Capital Management (New York) first reported a position in HES in Q2 2013 and held it in 16 quarters. The position peaked at $241M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Westchester Capital Management (New York) reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 1,553,196 Hess shares in Q3 2025, an estimated $215M.
  • Westchester Capital Management (New York) first reported a position in Hess in Q2 2013 and held it in 16 quarters.
  • Westchester Capital Management (New York)'s Hess position peaked at $241M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2025, filed 14 Nov 2025.