1IA
HES

1834 Investment Advisors’s Hess HES Stock Holding History

1834 Investment Advisors’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
-5,080
Closed -$704K – 207
2025
Q2 		$704K Hold
5,080
– – 0.09% 142
2025
Q1 		$811K Sell
5,080
-345
-6% -$50.7K 0.1% 129
2024
Q4 		$722K Sell
5,425
-50
-0.9% -$6.98K 0.09% 130
2024
Q3 		$744K Sell
5,475
-1,755
-24% -$244K 0.09% 141
2024
Q2 		$1.07M Sell
7,230
-525
-7% -$80.5K 0.13% 115
2024
Q1 		$1.18M Sell
7,755
-90
-1% -$13.1K 0.14% 105
2023
Q4 		$1.13M Sell
7,845
-9,715
-55% -$1.42M 0.14% 107
2023
Q3 		$2.69M Sell
17,560
-425
-2% -$64K 0.33% 69
2023
Q2 		$2.45M Sell
17,985
-1,665
-8% -$228K 0.29% 76
2023
Q1 		$2.6M Buy
+19,650
New +$2.74M 0.31% 75

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

1834 Investment Advisors's HES Position: Q3 2025 in Review

1834 Investment Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 5,080 shares — an estimated $704K sold.

1834 Investment Advisors first reported a position in HES in Q1 2023 and held it in 10 quarters. The position peaked at $2.69M in Q3 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • 1834 Investment Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • 1834 Investment Advisors sold 5,080 Hess shares in Q3 2025, an estimated $704K.
  • 1834 Investment Advisors first reported a position in Hess in Q1 2023 and held it in 10 quarters.
  • 1834 Investment Advisors's Hess position peaked at $2.69M in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on 1834 Investment Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.