WIM
HES

Westside Investment Management’s Hess HES Stock Holding History

Westside Investment Management’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
-65
Closed -$9.17K – 1401
2025
Q2 		$9.17K Buy
+65
New +$8.78K ﹤0.01% 969

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

Westside Investment Management's HES Position: Q3 2025 in Review

Westside Investment Management sold out of Hess (HES) in Q3 2025, closing a stake of 65 shares — an estimated $9.17K sold.

Westside Investment Management first reported a position in HES in Q2 2025 and held it in 1 quarter. The position peaked at $9.17K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Westside Investment Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Westside Investment Management sold 65 Hess shares in Q3 2025, an estimated $9.17K.
  • Westside Investment Management first reported a position in Hess in Q2 2025 and held it in 1 quarter.
  • Westside Investment Management's Hess position peaked at $9.17K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Westside Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.