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HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

HES holding history

Hess Corp in every 13F filed by HB Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HES overviewAll 13F holders of HESFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2022
Holdings of HES by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−6,268−100.0%Sold outHolders
Q2 20256,268$868.4K<0.1%−10,850−63.4%ReducedHolders
Q1 202517,118$2.73M<0.1%+958+5.9%AddedHolders
Q4 202416,160$2.15M<0.1%+984+6.5%AddedHolders
Q3 202415,176$2.06M<0.1%+547+3.7%AddedHolders
Q2 202414,629$2.16M<0.1%+87+0.6%AddedHolders
Q1 202414,542$2.22M<0.1%+693+5.0%AddedHolders
Q4 202313,849$2.00M<0.1%+119+0.9%AddedHolders
Q3 202313,730$2.10M<0.1%+641+4.9%AddedHolders
Q2 202313,089$1.78M<0.1%+198+1.5%AddedHolders
Q1 202312,891$1.71M<0.1%+30.0%AddedHolders
Q4 202212,888$1.83M<0.1%+12,888NewHolders
Q2 20220$00.0%−11,559−100.0%Sold outHolders
Q1 202211,559$1.24M<0.1%+11,559NewHolders