CH
HES

Cromwell Holdings’s Hess HES Stock Holding History

Cromwell Holdings’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
-696
Closed -$96.4K – 1035
2025
Q2 		$96.4K Sell
696
-1
-0.1% -$135 0.06% 309
2025
Q1 		$111K Buy
697
+48
+7% +$7.06K 0.07% 269
2024
Q4 		$86.3K Sell
649
-66
-9% -$9.22K 0.05% 321
2024
Q3 		$97.1K Sell
715
-56
-7% -$7.79K 0.06% 301
2024
Q2 		$114K Buy
+771
New +$118K 0.07% 252

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

Cromwell Holdings's HES Position: Q3 2025 in Review

Cromwell Holdings sold out of Hess (HES) in Q3 2025, closing a stake of 696 shares — an estimated $96.4K sold.

Cromwell Holdings first reported a position in HES in Q2 2024 and held it in 5 quarters. The position peaked at $114K in Q2 2024. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Cromwell Holdings reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Cromwell Holdings sold 696 Hess shares in Q3 2025, an estimated $96.4K.
  • Cromwell Holdings first reported a position in Hess in Q2 2024 and held it in 5 quarters.
  • Cromwell Holdings's Hess position peaked at $114K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Cromwell Holdings's 13F filing for Q3 2025, filed 24 Oct 2025.