WTFG
HES

Wood Tarver Financial Group’s Hess HES Stock Holding History

Wood Tarver Financial 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
-11
Closed -$1K – 348
2025
Q2 		$1K Hold
11
– – ﹤0.01% 544
2025
Q1 		$1.76K Hold
11
– – ﹤0.01% 535
2024
Q4 		$1K Buy
+11
New +$1.54K ﹤0.01% 547

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

Wood Tarver Financial Group's HES Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Hess (HES) in Q3 2025, closing a stake of 11 shares — an estimated $1K sold.

Wood Tarver Financial Group first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $1.76K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 11 Hess shares in Q3 2025, an estimated $1K.
  • Wood Tarver Financial Group first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Hess position peaked at $1.76K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.