Cambridge Investment Research Advisors
HES

Cambridge Investment Research Advisors’s Hess HES Stock Holding History

Cambridge Investment Research 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
-11,403
Closed -$1.58M – 3776
2025
Q2 		$1.58M Sell
11,403
-142
-1% -$19.2K ﹤0.01% 1608
2025
Q1 		$1.84M Sell
11,545
-456
-4% -$67K 0.01% 1407
2024
Q4 		$1.6M Sell
12,001
-616
-5% -$86K 0.01% 1522
2024
Q3 		$1.71M Buy
12,617
+610
+5% +$84.9K 0.01% 1475
2024
Q2 		$1.77M Buy
12,007
+768
+7% +$118K 0.01% 1362
2024
Q1 		$1.72M Buy
11,239
+58
+0.5% +$8.42K 0.01% 1367
2023
Q4 		$1.61M Buy
11,181
+104
+0.9% +$15.2K 0.01% 1343
2023
Q3 		$1.7M Buy
11,077
+899
+9% +$135K 0.01% 1243
2023
Q2 		$1.38M Sell
10,178
-8,862
-47% -$1.21M 0.01% 1391
2023
Q1 		$2.52M Buy
19,040
+9,619
+102% +$1.34M 0.01% 1003
2022
Q4 		$1.34M Buy
9,421
+2,133
+29% +$293K 0.01% 1318
2022
Q3 		$794K Buy
7,288
+124
+2% +$13.7K ﹤0.01% 1630
2022
Q2 		$759K Buy
7,164
+1,566
+28% +$177K ﹤0.01% 1663
2022
Q1 		$599K Sell
5,598
-1,690
-23% -$160K ﹤0.01% 1955
2021
Q4 		$540K Buy
7,288
+972
+15% +$78.8K ﹤0.01% 2050
2021
Q3 		$493K Sell
6,316
-17,943
-74% -$1.32M ﹤0.01% 2069
2021
Q2 		$2.12M Buy
24,259
+15,612
+181% +$1.26M 0.01% 1082
2021
Q1 		$612K Buy
8,647
+4,652
+116% +$297K ﹤0.01% 1751
2020
Q4 		$211K Buy
+3,995
New +$182K ﹤0.01% 2440
2020
Q3 		– Sell
-4,600
Closed -$238K – 2558
2020
Q2 		$238K Buy
+4,600
New +$211K ﹤0.01% 2061
2020
Q1 		– Sell
-8,228
Closed -$550K – 2361
2019
Q4 		$550K Buy
8,228
+298
+4% +$19.5K ﹤0.01% 1518
2019
Q3 		$480K Sell
7,930
-1,344
-14% -$83.7K ﹤0.01% 1525
2019
Q2 		$590K Sell
9,274
-791
-8% -$48.9K 0.01% 1323
2019
Q1 		$606K Buy
10,065
+597
+6% +$32.9K 0.01% 1355
2018
Q4 		$383K Buy
9,468
+1,798
+23% +$103K ﹤0.01% 1488
2018
Q3 		$549K Sell
7,670
-7,877
-51% -$519K 0.01% 1385
2018
Q2 		$1.04M Sell
15,547
-1,843
-11% -$110K 0.01% 946
2018
Q1 		$880K Sell
17,390
-1,254
-7% -$61.5K 0.01% 1004
2017
Q4 		$885K Buy
18,644
+912
+5% +$41.1K 0.01% 962
2017
Q3 		$831K Buy
17,732
+2,998
+20% +$127K 0.01% 933
2017
Q2 		$646K Buy
14,734
+2,219
+18% +$104K 0.01% 1047
2017
Q1 		$603K Sell
12,515
-576
-4% -$30.5K 0.01% 978
2016
Q4 		$815K Sell
13,091
-336
-3% -$18.4K 0.02% 782
2016
Q3 		$720K Buy
13,427
+150
+1% +$8.04K 0.01% 835
2016
Q2 		$798K Buy
13,277
+190
+1% +$11K 0.02% 721
2016
Q1 		$689K Buy
13,087
+496
+4% +$21.9K 0.02% 731
2015
Q4 		$610K Sell
12,591
-1,798
-12% -$102K 0.01% 767
2015
Q3 		$720K Buy
14,389
+66
+0.5% +$3.78K 0.02% 594
2015
Q2 		$958K Buy
14,323
+264
+2% +$18.7K 0.03% 521
2015
Q1 		$954K Buy
14,059
+1,064
+8% +$75.9K 0.03% 520
2014
Q4 		$959K Sell
12,995
-8,028
-38% -$636K 0.03% 495
2014
Q3 		$1.98M Buy
21,023
+10,499
+100% +$1.04M 0.06% 321
2014
Q2 		$1.04M Buy
10,524
+5,543
+111% +$500K 0.04% 447
2014
Q1 		$413K Sell
4,981
-560
-10% -$44.5K 0.02% 807
2013
Q4 		$460K Sell
5,541
-1,184
-18% -$96.2K 0.02% 687
2013
Q3 		$520K Buy
6,725
+373
+6% +$27.8K 0.02% 612
2013
Q2 		$422K Buy
+6,352
New +$440K 0.02% 613

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

Cambridge Investment Research Advisors's HES Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 11,403 shares — an estimated $1.58M sold.

Cambridge Investment Research Advisors first reported a position in HES in Q2 2013 and held it in 47 quarters. The position peaked at $2.52M in Q1 2023. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,403 Hess shares in Q3 2025, an estimated $1.58M.
  • Cambridge Investment Research Advisors first reported a position in Hess in Q2 2013 and held it in 47 quarters.
  • Cambridge Investment Research Advisors's Hess position peaked at $2.52M in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.