CIA
HES

Concurrent Investment Advisors’s Hess HES Stock Holding History

Concurrent Investment 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
-2,252
Closed -$312K – 1541
2025
Q2 		$312K Buy
2,252
+96
+4% +$13K 0.01% 1050
2025
Q1 		$344K Buy
2,156
+128
+6% +$18.8K 0.01% 867
2024
Q4 		$270K Buy
2,028
+2
+0.1% +$279 0.01% 872
2024
Q3 		$275K Buy
2,026
+180
+10% +$25K 0.01% 812
2024
Q2 		$272K Buy
1,846
+51
+3% +$7.82K 0.01% 773
2024
Q1 		$274K Sell
1,795
-57
-3% -$8.28K 0.01% 698
2023
Q4 		$267K Buy
+1,852
New +$271K 0.01% 686

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

Concurrent Investment Advisors's HES Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 2,252 shares — an estimated $312K sold.

Concurrent Investment Advisors first reported a position in HES in Q4 2023 and held it in 7 quarters. The position peaked at $344K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 2,252 Hess shares in Q3 2025, an estimated $312K.
  • Concurrent Investment Advisors first reported a position in Hess in Q4 2023 and held it in 7 quarters.
  • Concurrent Investment Advisors's Hess position peaked at $344K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.