WJA
HES

Willis Johnson & Associates’s Hess HES Stock Holding History

Willis Johnson & Associates’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
-3,746
Closed -$519K – 193
2025
Q2 		$519K Hold
3,746
– – 0.04% 95
2025
Q1 		$598K Sell
3,746
-884
-19% -$130K 0.05% 82
2024
Q4 		$616K Sell
4,630
-105
-2% -$14.7K 0.05% 83
2024
Q3 		$643K Hold
4,735
– – 0.05% 81
2024
Q2 		$699K Buy
4,735
+762
+19% +$117K 0.06% 75
2024
Q1 		$606K Sell
3,973
-4
-0.1% -$581 0.05% 75
2023
Q4 		$573K Buy
3,977
+38
+1% +$5.57K 0.05% 70
2023
Q3 		$603K Sell
3,939
-566
-13% -$85.2K 0.06% 72
2023
Q2 		$612K Sell
4,505
-118
-3% -$16.1K 0.07% 72
2023
Q1 		$612K Buy
4,623
+58
+1% +$8.07K 0.07% 70
2022
Q4 		$647K Buy
+4,565
New +$627K 0.08% 68

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

Willis Johnson & Associates's HES Position: Q3 2025 in Review

Willis Johnson & Associates sold out of Hess (HES) in Q3 2025, closing a stake of 3,746 shares — an estimated $519K sold.

Willis Johnson & Associates first reported a position in HES in Q4 2022 and held it in 11 quarters. The position peaked at $699K in Q2 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Willis Johnson & Associates reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Willis Johnson & Associates sold 3,746 Hess shares in Q3 2025, an estimated $519K.
  • Willis Johnson & Associates first reported a position in Hess in Q4 2022 and held it in 11 quarters.
  • Willis Johnson & Associates's Hess position peaked at $699K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Willis Johnson & Associates's 13F filing for Q3 2025, filed 6 Nov 2025.