CFO
HES

Callan Family Office’s Hess HES Stock Holding History

Callan Family Office’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
-5,161
Closed -$715K – 896
2025
Q2 		$715K Buy
5,161
+2,693
+109% +$364K 0.02% 477
2025
Q1 		$394K Sell
2,468
-392
-14% -$57.6K 0.03% 377
2024
Q4 		$380K Buy
+2,860
New +$399K 0.02% 428

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

Callan Family Office's HES Position: Q3 2025 in Review

Callan Family Office sold out of Hess (HES) in Q3 2025, closing a stake of 5,161 shares — an estimated $715K sold.

Callan Family Office first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $715K in Q2 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Callan Family Office reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Callan Family Office sold 5,161 Hess shares in Q3 2025, an estimated $715K.
  • Callan Family Office first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • Callan Family Office's Hess position peaked at $715K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Callan Family Office's 13F filing for Q3 2025, filed 4 Nov 2025.