CIBC Private Wealth Group
HES

CIBC Private Wealth Group’s Hess HES Stock Holding History

CIBC Private Wealth Group’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
-1,228
Closed -$170K – 3183
2025
Q2 		$170K Sell
1,228
-46
-4% -$6.21K ﹤0.01% 1185
2025
Q1 		$162K Buy
1,274
+30
+2% +$4.41K ﹤0.01% 1154
2024
Q4 		$174K Sell
1,244
-606
-33% -$84.6K ﹤0.01% 1210
2024
Q3 		$251K Buy
1,850
+254
+16% +$35.3K ﹤0.01% 1089
2024
Q2 		$234K Buy
1,596
+351
+28% +$53.8K ﹤0.01% 1037
2024
Q1 		$193K Buy
+1,245
New +$181K ﹤0.01% 1137
2018
Q3 		– Sell
-861
Closed -$58K – 1276
2018
Q2 		$58K Buy
+861
New +$51.4K ﹤0.01% 1137
2018
Q1 		– Sell
-131
Closed -$6K – 2001
2017
Q4 		$6K Buy
+131
New +$5.91K ﹤0.01% 1649

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 $6.53B AUM 20.48% 1-Year Est. Return

CIBC Private Wealth Group's HES Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Hess (HES) in Q3 2025, closing a stake of 1,228 shares — an estimated $170K sold.

CIBC Private Wealth Group first reported a position in HES in Q4 2017 and held it in 8 quarters. The position peaked at $251K in Q3 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,228 Hess shares in Q3 2025, an estimated $170K.
  • CIBC Private Wealth Group first reported a position in Hess in Q4 2017 and held it in 8 quarters.
  • CIBC Private Wealth Group's Hess position peaked at $251K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.