CTA
HES

Chesley Taft & Associates’s Hess HES Stock Holding History

Chesley Taft & Associates’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
-9,295
Closed -$1.29M – 351
2025
Q2 		$1.29M Sell
9,295
-292
-3% -$39.4K 0.06% 185
2025
Q1 		$1.53M Buy
9,587
+44
+0.5% +$6.47K 0.07% 166
2024
Q4 		$1.27M Hold
9,543
– – 0.06% 177
2024
Q3 		$1.3M Sell
9,543
-13
-0.1% -$1.81K 0.06% 176
2024
Q2 		$1.41M Hold
9,556
– – 0.07% 161
2024
Q1 		$1.46M Hold
9,556
– – 0.07% 161
2023
Q4 		$1.38M Sell
9,556
-7
-0.1% -$1.03K 0.08% 158
2023
Q3 		$1.46M Sell
9,563
-198
-2% -$29.8K 0.09% 140
2023
Q2 		$1.33M Sell
9,761
-100
-1% -$13.7K 0.08% 159
2023
Q1 		$1.31M Buy
9,861
+1,965
+25% +$274K 0.09% 155
2022
Q4 		$1.12M Buy
7,896
+1,325
+20% +$182K 0.08% 158
2022
Q3 		$716K Sell
6,571
-395
-6% -$43.8K 0.05% 187
2022
Q2 		$738K Buy
6,966
+395
+6% +$44.7K 0.05% 196
2022
Q1 		$740K Buy
+6,571
New +$623K 0.04% 207
2014
Q4 		– Sell
-2,176
Closed -$205K – 248
2014
Q3 		$205K Hold
2,176
– – 0.02% 237
2014
Q2 		$215K Buy
+2,176
New +$196K 0.02% 235

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

Chesley Taft & Associates's HES Position: Q3 2025 in Review

Chesley Taft & Associates sold out of Hess (HES) in Q3 2025, closing a stake of 9,295 shares — an estimated $1.29M sold.

Chesley Taft & Associates first reported a position in HES in Q2 2014 and held it in 16 quarters. The position peaked at $1.53M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Chesley Taft & Associates reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Chesley Taft & Associates sold 9,295 Hess shares in Q3 2025, an estimated $1.29M.
  • Chesley Taft & Associates first reported a position in Hess in Q2 2014 and held it in 16 quarters.
  • Chesley Taft & Associates's Hess position peaked at $1.53M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Chesley Taft & Associates's 13F filing for Q3 2025, filed 8 Oct 2025.