Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-5,800
Closed -$804K – 258
2025
Q2
$804K Hold
5,800
– – 0.03% 229
2025
Q1
$926K Hold
5,800
– – 0.04% 223
2024
Q4
$771K Hold
5,800
– – 0.03% 226
2024
Q3
$788K Hold
5,800
– – 0.03% 243
2024
Q2
$856K Sell
5,800
-1,600
-22% -$245K 0.03% 253
2024
Q1
$1.13M Buy
7,400
+1,800
+32% +$261K 0.05% 261
2023
Q4
$807K Sell
5,600
-500
-8% -$73.3K 0.04% 271
2023
Q3
$933K Buy
6,100
+4,100
+205% +$617K 0.04% 262
2023
Q2
$272K Buy
+2,000
New +$274K 0.01% 249
2013
Q4
– Sell
-4,000
Closed -$309K – 269
2013
Q3
$309K Hold
4,000
– – 0.1% 192
2013
Q2
$266K Buy
+4,000
New +$277K 0.1% 178

Other funds holding HES

Cornerstone Advisors's HES Position: Q3 2025 in Review

Cornerstone Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 5,800 shares — an estimated $804K sold.

Cornerstone Advisors first reported a position in HES in Q2 2013 and held it in 11 quarters. The position peaked at $1.13M in Q1 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Cornerstone Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Advisors sold 5,800 Hess shares in Q3 2025, an estimated $804K.
  • Cornerstone Advisors first reported a position in Hess in Q2 2013 and held it in 11 quarters.
  • Cornerstone Advisors's Hess position peaked at $1.13M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Cornerstone Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.