CA
HES

Crewe Advisors’s Hess HES Stock Holding History

Crewe 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
-3
Closed -$416 – 1002
2025
Q2 		$416 Sell
3
-7
-70% -$945 ﹤0.01% 663
2025
Q1 		$1.6K Buy
+10
New +$1.47K ﹤0.01% 556
2024
Q4 		– Sell
-66
Closed -$8.96K – 711
2024
Q3 		$8.96K Buy
66
+4
+6% +$556 ﹤0.01% 513
2024
Q2 		$9.15K Sell
62
-22
-26% -$3.37K ﹤0.01% 711
2024
Q1 		$12.8K Buy
+84
New +$12.2K ﹤0.01% 581
2023
Q3 		– Sell
-1
Closed -$136 – 730
2023
Q2 		$136 Buy
+1
New +$137 ﹤0.01% 791
2022
Q4 		– Sell
-40
Closed -$4K – 1126
2022
Q3 		$4K Buy
+40
New +$4.43K ﹤0.01% 893
2020
Q4 		– Sell
-107
Closed -$4K – 542
2020
Q3 		$4K Buy
+107
New +$5.08K ﹤0.01% 397

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Crewe Advisors's HES Position: Q3 2025 in Review

Crewe Advisors sold out of Hess (HES) in Q3 2025, closing a stake of 3 shares — an estimated $416 sold.

Crewe Advisors first reported a position in HES in Q3 2020 and held it in 8 quarters. The position peaked at $12.8K in Q1 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Crewe Advisors reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Crewe Advisors sold 3 Hess shares in Q3 2025, an estimated $416.
  • Crewe Advisors first reported a position in Hess in Q3 2020 and held it in 8 quarters.
  • Crewe Advisors's Hess position peaked at $12.8K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.