WHG
HES

Westwood Holdings Group’s Hess HES Stock Holding History

Westwood Holdings 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
-46,699
Closed -$6.47M – 504
2025
Q2 		$6.47M Buy
+46,699
New +$6.31M 0.05% 251
2024
Q2 		– Sell
-44,418
Closed -$6.78M – 464
2024
Q1 		$6.78M Sell
44,418
-19,112
-30% -$2.78M 0.05% 244
2023
Q4 		$9.16M Buy
+63,530
New +$9.31M 0.08% 213

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

Westwood Holdings Group's HES Position: Q3 2025 in Review

Westwood Holdings Group sold out of Hess (HES) in Q3 2025, closing a stake of 46,699 shares — an estimated $6.47M sold.

Westwood Holdings Group first reported a position in HES in Q4 2023 and held it in 3 quarters. The position peaked at $9.16M in Q4 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Westwood Holdings Group reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Westwood Holdings Group sold 46,699 Hess shares in Q3 2025, an estimated $6.47M.
  • Westwood Holdings Group first reported a position in Hess in Q4 2023 and held it in 3 quarters.
  • Westwood Holdings Group's Hess position peaked at $9.16M in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Westwood Holdings Group's 13F filing for Q3 2025, filed 14 Nov 2025.