CWA
HES

Clarus Wealth Advisors’s Hess HES Stock Holding History

Clarus Wealth Advisors’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
-1,551
Closed -$233K – 93
2025
Q2 		$233K Hold
1,551
– – 0.11% 83
2025
Q1 		$214K Sell
1,551
-1,633
-51% -$240K 0.11% 85
2024
Q4 		$461K Sell
3,184
-37
-1% -$5.17K 0.23% 81
2024
Q3 		$452K Buy
3,221
+229
+8% +$31.9K 0.23% 80
2024
Q2 		$442K Buy
2,992
+198
+7% +$30.3K 0.23% 80
2024
Q1 		$441K Buy
2,794
+286
+11% +$41.5K 0.25% 80
2023
Q4 		$344K Buy
+2,508
New +$368K 0.2% 92
2023
Q2 		$340K Buy
2,526
+145
+6% +$19.8K 0.21% 95
2023
Q1 		$335K Buy
2,381
+234
+11% +$32.6K 0.21% 95
2022
Q4 		$308K Buy
2,147
+274
+15% +$37.6K 0.2% 99
2022
Q3 		$237K Buy
+1,873
New +$208K 0.17% 98
2022
Q2 		– Sell
-2,014
Closed -$225K – 107
2022
Q1 		$225K Sell
2,014
-226
-10% -$21.4K 0.14% 94
2021
Q4 		$205K Buy
+2,240
New +$182K 0.12% 97
2019
Q3 		– Sell
-500
Closed -$32K – 315
2019
Q2 		$32K Sell
500
-575
-53% -$35.6K 0.02% 317
2019
Q1 		$65K Hold
1,075
– – 0.05% 254
2018
Q4 		$44K Hold
1,075
– – 0.07% 277
2018
Q3 		$77K Hold
1,075
– – 0.05% 236
2018
Q2 		$54K Buy
+1,075
New +$64.2K 0.04% 271

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

Clarus Wealth Advisors's HES Position: Q3 2025 in Review

Clarus Wealth Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 1,551 shares — an estimated $233K sold.

Clarus Wealth Advisors first reported a position in HES in Q2 2018 and held it in 18 quarters. The position peaked at $461K in Q4 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Clarus Wealth Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,551 Hess shares in Q3 2025, an estimated $233K.
  • Clarus Wealth Advisors first reported a position in Hess in Q2 2018 and held it in 18 quarters.
  • Clarus Wealth Advisors's Hess position peaked at $461K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Clarus Wealth Advisors's 13F filing for Q3 2025, filed 6 Oct 2025.