CCA
HES

Checchi Capital Advisers’s Hess HES Stock Holding History

Checchi Capital 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
-2,043
Closed -$283K – 570
2025
Q2 		$283K Sell
2,043
-165
-7% -$22.3K 0.02% 468
2025
Q1 		$353K Buy
2,208
+54
+3% +$7.94K 0.02% 420
2024
Q4 		$287K Buy
2,154
+72
+3% +$10.1K 0.02% 448
2024
Q3 		$283K Sell
2,082
-48
-2% -$6.68K 0.02% 457
2024
Q2 		$314K Buy
2,130
+96
+5% +$14.7K 0.02% 423
2024
Q1 		$310K Sell
2,034
-10
-0.5% -$1.45K 0.02% 435
2023
Q4 		$295K Sell
2,044
-65
-3% -$9.53K 0.02% 429
2023
Q3 		$323K Sell
2,109
-171
-8% -$25.7K 0.03% 386
2023
Q2 		$310K Sell
2,280
-102
-4% -$14K 0.03% 415
2023
Q1 		$315K Buy
2,382
+9
+0.4% +$1.25K 0.03% 400
2022
Q4 		$337K Buy
2,373
+159
+7% +$21.8K 0.04% 361
2022
Q3 		$241K Buy
2,214
+70
+3% +$7.76K 0.02% 451
2022
Q2 		$241K Sell
2,144
-18
-0.8% -$2.04K 0.02% 495
2022
Q1 		$231K Buy
+2,162
New +$205K 0.02% 484
2016
Q3 		– Sell
-2,450
Closed -$147K – 752
2016
Q2 		$147K Sell
2,450
-243
-9% -$14.1K 0.02% 430
2016
Q1 		$142K Buy
+2,693
New +$119K 0.03% 448

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Checchi Capital Advisers's HES Position: Q3 2025 in Review

Checchi Capital Advisers sold out of Hess (HES) in Q3 2025, closing a stake of 2,043 shares — an estimated $283K sold.

Checchi Capital Advisers first reported a position in HES in Q1 2016 and held it in 16 quarters. The position peaked at $353K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Checchi Capital Advisers reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Checchi Capital Advisers sold 2,043 Hess shares in Q3 2025, an estimated $283K.
  • Checchi Capital Advisers first reported a position in Hess in Q1 2016 and held it in 16 quarters.
  • Checchi Capital Advisers's Hess position peaked at $353K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Checchi Capital Advisers's 13F filing for Q3 2025, filed 5 Nov 2025.