YCM
HES

Yousif Capital Management’s Hess HES Stock Holding History

Yousif Capital 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
-35,719
Closed -$4.95M – 1905
2025
Q2 		$4.95M Sell
35,719
-269
-0.7% -$36.3K 0.05% 318
2025
Q1 		$5.75M Sell
35,988
-1,314
-4% -$193K 0.07% 276
2024
Q4 		$4.96M Sell
37,302
-2,634
-7% -$368K 0.05% 324
2024
Q3 		$5.42M Sell
39,936
-60
-0.2% -$8.35K 0.06% 311
2024
Q2 		$5.9M Sell
39,996
-1,071
-3% -$164K 0.07% 277
2024
Q1 		$6.27M Sell
41,067
-1,145
-3% -$166K 0.07% 278
2023
Q4 		$6.09M Sell
42,212
-4,133
-9% -$606K 0.07% 272
2023
Q3 		$7.09M Sell
46,345
-1,293
-3% -$195K 0.09% 207
2023
Q2 		$6.48M Buy
47,638
+495
+1% +$67.7K 0.08% 243
2023
Q1 		$6.24M Sell
47,143
-1,532
-3% -$213K 0.08% 239
2022
Q4 		$6.9M Buy
48,675
+10,494
+27% +$1.44M 0.09% 212
2022
Q3 		$4.16M Sell
38,181
-710
-2% -$78.7K 0.06% 336
2022
Q2 		$4.12M Sell
38,891
-1,410
-3% -$159K 0.05% 368
2022
Q1 		$4.31M Sell
40,301
-879
-2% -$83.4K 0.05% 425
2021
Q4 		$3.05M Buy
+41,180
New +$3.34M 0.03% 662

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 $4.82B AUM 20.19% 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

Yousif Capital Management's HES Position: Q3 2025 in Review

Yousif Capital Management sold out of Hess (HES) in Q3 2025, closing a stake of 35,719 shares — an estimated $4.95M sold.

Yousif Capital Management first reported a position in HES in Q4 2021 and held it in 15 quarters. The position peaked at $7.09M in Q3 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Yousif Capital Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Yousif Capital Management sold 35,719 Hess shares in Q3 2025, an estimated $4.95M.
  • Yousif Capital Management first reported a position in Hess in Q4 2021 and held it in 15 quarters.
  • Yousif Capital Management's Hess position peaked at $7.09M in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.