MIAS
HES

Mason Investment Advisory Services’s Hess HES Stock Holding History

Mason Investment Advisory Services’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
-2,542
Closed -$352K – 81
2025
Q2 		$352K Buy
2,542
+4
+0.2% +$540 0.02% 56
2025
Q1 		$405K Buy
2,538
+5
+0.2% +$735 0.02% 47
2024
Q4 		$337K Buy
2,533
+5
+0.2% +$698 0.02% 57
2024
Q3 		$343K Sell
2,528
-73
-3% -$10.2K 0.02% 53
2024
Q2 		$384K Hold
2,601
– – 0.02% 52
2024
Q1 		$397K Hold
2,601
– – 0.03% 47
2023
Q4 		$375K Hold
2,601
– – 0.03% 50
2023
Q3 		$398K Buy
+2,601
New +$392K 0.04% 38

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 $7.49B AUM 24.82% 1-Year Est. Return

Mason Investment Advisory Services's HES Position: Q3 2025 in Review

Mason Investment Advisory Services sold out of Hess (HES) in Q3 2025, closing a stake of 2,542 shares — an estimated $352K sold.

Mason Investment Advisory Services first reported a position in HES in Q3 2023 and held it in 8 quarters. The position peaked at $405K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Mason Investment Advisory Services reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Mason Investment Advisory Services sold 2,542 Hess shares in Q3 2025, an estimated $352K.
  • Mason Investment Advisory Services first reported a position in Hess in Q3 2023 and held it in 8 quarters.
  • Mason Investment Advisory Services's Hess position peaked at $405K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Mason Investment Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.