CAL
HES

Capital Advisors Ltd’s Hess HES Stock Holding History

Capital Advisors Ltd’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
Closed -$1K – 1445
2025
Q2 		$1K Sell
5
-115
-96% -$15.5K ﹤0.01% 1196
2025
Q1 		$19K Buy
120
+25
+26% +$3.68K ﹤0.01% 618
2024
Q4 		$13K Buy
95
+41
+76% +$5.72K ﹤0.01% 719
2024
Q3 		$7K Sell
54
-29
-35% -$4.03K ﹤0.01% 854
2024
Q2 		$12K Buy
83
+35
+73% +$5.37K ﹤0.01% 712
2024
Q1 		$7K Buy
48
+14
+41% +$2.03K ﹤0.01% 792
2023
Q4 		$5K Buy
34
+4
+13% +$586 ﹤0.01% 838
2023
Q3 		$5K Hold
30
– – ﹤0.01% 819
2023
Q2 		$4K Hold
30
– – ﹤0.01% 886
2023
Q1 		$4K Buy
30
+16
+114% +$2.23K ﹤0.01% 747
2022
Q4 		$2K Buy
14
+3
+27% +$412 ﹤0.01% 857
2022
Q3 		$1K Sell
11
-2
-15% -$222 ﹤0.01% 1026
2022
Q2 		$1K Buy
13
+5
+63% +$566 ﹤0.01% 798
2022
Q1 		$1K Hold
8
– – ﹤0.01% 725
2021
Q4 		$1K Buy
+8
New +$649 ﹤0.01% 677

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 $4.82B AUM 20.19% 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 $6.52B AUM 20.48% 1-Year Est. Return