Mount Yale Investment Advisors’s Hess HES Stock Holding History

Mount Yale 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	-498	Closed	-$69K	–	1066
2025 Q2	$69K	Buy	+498	New	+$67.2K	0.01%	726
2018 Q4	–	Sell	-1,065	Closed	-$65K	–	506
2018 Q3	$65K	Sell	1,065 -346	-25%	-$22.8K	0.01%	555
2018 Q2	$94K	Buy	1,411 +1	+0.1%	+$60	0.02%	479
2018 Q1	$71K	Buy	+1,410	New	+$69.1K	0.02%	546

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Mount Yale Investment Advisors's HES Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 498 shares — an estimated $69K sold.

Mount Yale Investment Advisors first reported a position in HES in Q1 2018 and held it in 4 quarters. The position peaked at $94K in Q2 2018. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 498 Hess shares in Q3 2025, an estimated $69K.
Mount Yale Investment Advisors first reported a position in Hess in Q1 2018 and held it in 4 quarters.
Mount Yale Investment Advisors's Hess position peaked at $94K in Q2 2018.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.