Cetera Investment Advisers
HES

Cetera Investment Advisers’s Hess HES Stock Holding History

Cetera Investment Advisers’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
-29,254
Closed -$4.05M – 4615
2025
Q2 		$4.05M Buy
29,254
+3,964
+16% +$535K 0.01% 1322
2025
Q1 		$4.04M Buy
25,290
+5,647
+29% +$830K 0.01% 1252
2024
Q4 		$2.61M Buy
19,643
+934
+5% +$130K 0.01% 1455
2024
Q3 		$2.54M Sell
18,709
-1,042
-5% -$145K 0.01% 1443
2024
Q2 		$2.91M Buy
19,751
+285
+1% +$43.7K 0.01% 1293
2024
Q1 		$2.97M Buy
19,466
+15,757
+425% +$2.29M 0.01% 1288
2023
Q4 		$535K Sell
3,709
-2,145
-37% -$314K ﹤0.01% 1453
2023
Q3 		$896K Buy
5,854
+496
+9% +$74.7K 0.01% 1094
2023
Q2 		$728K Sell
5,358
-99
-2% -$13.6K 0.01% 1234
2023
Q1 		$722K Sell
5,457
-974
-15% -$136K 0.01% 1208
2022
Q4 		$912K Buy
6,431
+1,946
+43% +$267K 0.01% 1041
2022
Q3 		$489K Sell
4,485
-564
-11% -$62.5K 0.01% 996
2022
Q2 		$535K Buy
5,049
+1,221
+32% +$138K 0.01% 1062
2022
Q1 		$410K Buy
+3,828
New +$363K 0.01% 1293
2018
Q4 		– Sell
-5,975
Closed -$423K – 477
2018
Q3 		$423K Sell
5,975
-1,027
-15% -$67.7K 0.06% 300
2018
Q2 		$466K Buy
7,002
+7
+0.1% +$418 0.08% 254
2018
Q1 		$351K Sell
6,995
-101
-1% -$4.95K 0.07% 280
2017
Q4 		$333K Sell
7,096
-399
-5% -$18K 0.06% 304
2017
Q3 		$349K Buy
+7,495
New +$317K 0.08% 291

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

Cetera Investment Advisers's HES Position: Q3 2025 in Review

Cetera Investment Advisers sold out of Hess (HES) in Q3 2025, closing a stake of 29,254 shares — an estimated $4.05M sold.

Cetera Investment Advisers first reported a position in HES in Q3 2017 and held it in 19 quarters. The position peaked at $4.05M in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Cetera Investment Advisers reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 29,254 Hess shares in Q3 2025, an estimated $4.05M.
  • Cetera Investment Advisers first reported a position in Hess in Q3 2017 and held it in 19 quarters.
  • Cetera Investment Advisers's Hess position peaked at $4.05M in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Cetera Investment Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.