CI
HES

CX Institutional’s Hess HES Stock Holding History

CX Institutional’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
-2,793
Closed -$387K – 1385
2025
Q2 		$387K Sell
2,793
-97
-3% -$13.1K 0.01% 437
2025
Q1 		$462K Buy
2,890
+755
+35% +$111K 0.02% 387
2024
Q4 		$284K Buy
2,135
+128
+6% +$17.9K 0.01% 453
2024
Q3 		$273K Sell
2,007
-113
-5% -$15.7K 0.01% 486
2024
Q2 		$313K Sell
2,120
-26
-1% -$3.98K 0.01% 453
2024
Q1 		$328K Buy
2,146
+99
+5% +$14.4K 0.02% 432
2023
Q4 		$295K Sell
2,047
-175
-8% -$25.7K 0.02% 410
2023
Q3 		$340K Sell
2,222
-50
-2% -$7.53K 0.02% 379
2023
Q2 		$309K Buy
2,272
+267
+13% +$36.5K 0.02% 419
2023
Q1 		$283K Buy
2,005
+337
+20% +$46.9K 0.02% 420
2022
Q4 		$237K Buy
+1,668
New +$229K 0.01% 474
2022
Q3 		– Sell
-890
Closed -$94K – 757
2022
Q2 		$94K Buy
+890
New +$101K 0.01% 558
2021
Q4 		– Sell
-668
Closed -$52K – 585
2021
Q3 		$52K Buy
668
+70
+12% +$5.16K ﹤0.01% 571
2021
Q2 		$52K Buy
598
+84
+16% +$6.78K ﹤0.01% 558
2021
Q1 		$36K Buy
514
+89
+21% +$5.69K ﹤0.01% 561
2020
Q4 		$22K Buy
425
+173
+69% +$7.86K ﹤0.01% 596
2020
Q3 		$10K Buy
252
+6
+2% +$285 ﹤0.01% 670
2020
Q2 		$13K Buy
246
+227
+1,195% +$10.4K ﹤0.01% 523
2020
Q1 		$1K Sell
19
-82
-81% -$4.44K ﹤0.01% 720
2019
Q4 		$7K Hold
101
– – ﹤0.01% 488
2019
Q3 		$6K Buy
101
+14
+16% +$872 ﹤0.01% 543
2019
Q2 		$6K Buy
87
+17
+24% +$1.05K ﹤0.01% 573
2019
Q1 		$4K Buy
70
+56
+400% +$3.08K ﹤0.01% 588
2018
Q4 		$1K Buy
+14
New +$798 ﹤0.01% 493

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

CX Institutional's HES Position: Q3 2025 in Review

CX Institutional sold out of Hess (HES) in Q3 2025, closing a stake of 2,793 shares — an estimated $387K sold.

CX Institutional first reported a position in HES in Q4 2018 and held it in 24 quarters. The position peaked at $462K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • CX Institutional reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • CX Institutional sold 2,793 Hess shares in Q3 2025, an estimated $387K.
  • CX Institutional first reported a position in Hess in Q4 2018 and held it in 24 quarters.
  • CX Institutional's Hess position peaked at $462K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on CX Institutional's 13F filing for Q3 2025, filed 23 Oct 2025.