CFP
HES

Catalyst Financial Partners’s Hess HES Stock Holding History

Catalyst Financial Partners’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
-3,072
Closed -$426K – 321
2025
Q2 		$426K Buy
3,072
+75
+3% +$10.1K 0.05% 185
2025
Q1 		$479K Sell
2,997
-81
-3% -$11.9K 0.09% 156
2024
Q4 		$409K Sell
3,078
-191
-6% -$26.7K 0.08% 162
2024
Q3 		$444K Sell
3,269
-69
-2% -$9.6K 0.09% 150
2024
Q2 		$492K Buy
3,338
+399
+14% +$61.2K 0.11% 127
2024
Q1 		$443K Buy
2,939
+29
+1% +$4.21K 0.11% 123
2023
Q4 		$420K Buy
2,910
+12
+0.4% +$1.76K 0.12% 114
2023
Q3 		$443K Buy
2,898
+160
+6% +$24.1K 0.14% 105
2023
Q2 		$372K Buy
2,738
+171
+7% +$23.4K 0.13% 112
2023
Q1 		$340K Sell
2,567
-195
-7% -$27.1K 0.15% 106
2022
Q4 		$392K Buy
+2,762
New +$379K 0.2% 77

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 $6.53B AUM 20.48% 1-Year Est. Return

Catalyst Financial Partners's HES Position: Q3 2025 in Review

Catalyst Financial Partners sold out of Hess (HES) in Q3 2025, closing a stake of 3,072 shares — an estimated $426K sold.

Catalyst Financial Partners first reported a position in HES in Q4 2022 and held it in 11 quarters. The position peaked at $492K in Q2 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Catalyst Financial Partners reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Catalyst Financial Partners sold 3,072 Hess shares in Q3 2025, an estimated $426K.
  • Catalyst Financial Partners first reported a position in Hess in Q4 2022 and held it in 11 quarters.
  • Catalyst Financial Partners's Hess position peaked at $492K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Catalyst Financial Partners's 13F filing for Q3 2025, filed 12 Nov 2025.