CFO
HES icon

CVA Family Office’s Hess HES Stock Holding History

CVA Family Office’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
-497
Closed -$68.9K – 1320
2025
Q2 		$68.9K Buy
497
+30
+6% +$4.05K 0.01% 483
2025
Q1 		$74.6K Buy
467
+8
+2% +$1.18K 0.01% 442
2024
Q4 		$61.1K Buy
459
+8
+2% +$1.12K 0.01% 485
2024
Q3 		$61.2K Buy
451
+107
+31% +$14.9K 0.01% 465
2024
Q2 		$50.7K Sell
344
-50
-13% -$7.66K 0.01% 494
2024
Q1 		$60.1K Sell
394
-57
-13% -$8.28K 0.01% 455
2023
Q4 		$65K Buy
+451
New +$66.1K 0.01% 415
2023
Q3 		– Sell
-341
Closed -$46.4K – 540
2023
Q2 		$46.4K Buy
341
+16
+5% +$2.19K 0.01% 463
2023
Q1 		$43K Sell
325
-52
-14% -$7.24K 0.01% 467
2022
Q4 		$53.5K Buy
377
+102
+37% +$14K 0.01% 401
2022
Q3 		$30K Hold
275
– – 0.01% 463
2022
Q2 		$29K Hold
275
– – 0.01% 468
2022
Q1 		$29K Buy
275
+90
+49% +$8.54K 0.01% 500
2021
Q4 		$14K Buy
+185
New +$15K ﹤0.01% 585
2021
Q3 		– Sell
-315
Closed -$28K – 575
2021
Q2 		$28K Buy
315
+250
+385% +$20.2K 0.01% 452
2021
Q1 		$5K Buy
+65
New +$4.16K ﹤0.01% 621

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

CVA Family Office's HES Position: Q3 2025 in Review

CVA Family Office sold out of Hess (HES) in Q3 2025, closing a stake of 497 shares — an estimated $68.9K sold.

CVA Family Office first reported a position in HES in Q1 2021 and held it in 16 quarters. The position peaked at $74.6K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • CVA Family Office reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • CVA Family Office sold 497 Hess shares in Q3 2025, an estimated $68.9K.
  • CVA Family Office first reported a position in Hess in Q1 2021 and held it in 16 quarters.
  • CVA Family Office's Hess position peaked at $74.6K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on CVA Family Office's 13F filing for Q3 2025, filed 30 Oct 2025.