CIAS
HES

CBIZ Investment Advisory Services’s Hess HES Stock Holding History

CBIZ Investment Advisory Services’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
-37
Closed -$5.13K – 720
2025
Q2 		$5.13K Buy
37
+30
+429% +$4.05K ﹤0.01% 427
2025
Q1 		$1.12K Buy
+7
New +$1.03K ﹤0.01% 516

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

CBIZ Investment Advisory Services's HES Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Hess (HES) in Q3 2025, closing a stake of 37 shares — an estimated $5.13K sold.

CBIZ Investment Advisory Services first reported a position in HES in Q1 2025 and held it in 2 quarters. The position peaked at $5.13K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 37 Hess shares in Q3 2025, an estimated $5.13K.
  • CBIZ Investment Advisory Services first reported a position in Hess in Q1 2025 and held it in 2 quarters.
  • CBIZ Investment Advisory Services's Hess position peaked at $5.13K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.