Family Asset Management, LLC HES β€” HESS CORP

Ownership history in Family Asset Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Family Asset Management, LLC reported HESS CORP (HES) in 3 quarterly 13F filings from 2024 Q1 through 2024 Q2. Peak portfolio weight reached 0.91% in 2024 Q1. The latest visible filing shows HES at 0.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Family Asset Management, LLC's position in HESS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

HES was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Family Asset Management, LLC held HES β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 REDUCED β€” β€” β€” 7,500 -2,000 -21.1% 0.71% $1.1M 2024-08-01 β€”
2024 Q1 ADDED β€” β€” β€” 9,500 +1,000 +11.8% 0.91% $1.5M 2024-05-14 β€”
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding HES

As of 2026 Q2 β€” sorted by position size

Jump Financial, LLC 3Y 0.02% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About Family Asset Management, LLC and HES

These are the practical questions this page is built to answer before you even open the full history table.

How long has Family Asset Management, LLC reported owning HES?

Family Asset Management, LLC reported HES across 2 quarterly 13F filings, from 2024 Q1 through 2024 Q2.

What was the largest reported HES position in Family Asset Management, LLC's portfolio?

The largest reported portfolio weight for HES was 0.91% in 2024 Q1.

What is the latest reported HES position on this page?

The most recent filing on this page is 2024 Q2, when Family Asset Management, LLC reported 7,500 shares, equal to 0.71% of portfolio, with an estimated market value of $1.1M.

What does the chart on this HES ownership page compare?

The chart compares Family Asset Management, LLC's quarterly HES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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