CA
HES

Clearstead Advisors’s Hess HES Stock Holding History

Clearstead 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
-1,973
Closed -$273K – 3155
2025
Q2 		$273K Buy
1,973
+454
+30% +$61.3K ﹤0.01% 800
2025
Q1 		$243K Buy
1,519
+547
+56% +$80.4K ﹤0.01% 768
2024
Q4 		$129K Sell
972
-135
-12% -$18.9K ﹤0.01% 961
2024
Q3 		$150K Buy
1,107
+39
+4% +$5.42K ﹤0.01% 931
2024
Q2 		$158K Buy
1,068
+375
+54% +$57.5K ﹤0.01% 890
2024
Q1 		$111K Buy
693
+23
+3% +$3.34K 0.01% 586
2023
Q4 		$96.6K Buy
670
+90
+16% +$13.2K 0.01% 592
2023
Q3 		$88.7K Buy
580
+316
+120% +$47.6K ﹤0.01% 760
2023
Q2 		$35.9K Buy
264
+200
+313% +$27.4K ﹤0.01% 793
2023
Q1 		$8.47K Buy
64
+34
+113% +$4.73K ﹤0.01% 970
2022
Q4 		$4.25K Hold
30
– – ﹤0.01% 1002
2022
Q3 		$3K Buy
+30
New +$3.33K ﹤0.01% 1030

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

Clearstead Advisors's HES Position: Q3 2025 in Review

Clearstead Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 1,973 shares — an estimated $273K sold.

Clearstead Advisors first reported a position in HES in Q3 2022 and held it in 12 quarters. The position peaked at $273K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Clearstead Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 1,973 Hess shares in Q3 2025, an estimated $273K.
  • Clearstead Advisors first reported a position in Hess in Q3 2022 and held it in 12 quarters.
  • Clearstead Advisors's Hess position peaked at $273K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.