BIA
HES

Bell Investment Advisors’s Hess HES Stock Holding History

Bell 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
-43
Closed -$5.96K – 1915
2025
Q2 		$5.96K Hold
43
– – ﹤0.01% 906
2025
Q1 		$6.87K Hold
43
– – ﹤0.01% 762
2024
Q4 		$5.72K Sell
43
-4
-9% -$559 ﹤0.01% 869
2024
Q3 		$6.38K Sell
47
-1
-2% -$139 ﹤0.01% 806
2024
Q2 		$7.08K Buy
48
+11
+30% +$1.69K ﹤0.01% 757
2024
Q1 		$5.65K Hold
37
– – ﹤0.01% 852
2023
Q4 		$5.33K Sell
37
-3
-8% -$440 ﹤0.01% 846
2023
Q3 		$6.12K Sell
40
-11
-22% -$1.66K ﹤0.01% 709
2023
Q2 		$6.93K Sell
51
-1
-2% -$137 ﹤0.01% 655
2023
Q1 		$6.88K Sell
52
-8
-13% -$1.11K ﹤0.01% 630
2022
Q4 		$8.51K Buy
60
+12
+25% +$1.65K ﹤0.01% 549
2022
Q3 		$5K Sell
48
-5
-9% -$554 ﹤0.01% 678
2022
Q2 		$6K Buy
+53
New +$6K ﹤0.01% 625
2021
Q4 		$4K Buy
54
+7
+15% +$568 ﹤0.01% 865
2021
Q3 		$4K Buy
+47
New +$3.46K ﹤0.01% 798

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

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

Bell Investment Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 43 shares — an estimated $5.96K sold.

Bell Investment Advisors first reported a position in HES in Q3 2021 and held it in 15 quarters. The position peaked at $8.51K in Q4 2022. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Bell Investment Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 43 Hess shares in Q3 2025, an estimated $5.96K.
  • Bell Investment Advisors first reported a position in Hess in Q3 2021 and held it in 15 quarters.
  • Bell Investment Advisors's Hess position peaked at $8.51K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.