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 $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