AAS
HES

Avantax Advisory Services’s Hess HES Stock Holding History

Avantax Advisory Services’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
Q2 		$834K Buy
6,023
+1,180
+24% +$159K ﹤0.01% 1276
2025
Q1 		$774K Buy
4,843
+872
+22% +$128K ﹤0.01% 1225
2024
Q4 		$528K Buy
3,971
+73
+2% +$10.2K ﹤0.01% 1404
2024
Q3 		$529K Sell
3,898
-132
-3% -$18.4K ﹤0.01% 1375
2024
Q2 		$595K Buy
4,030
+2,344
+139% +$359K ﹤0.01% 1262
2024
Q1 		$257K Sell
1,686
-131
-7% -$19K ﹤0.01% 1394
2023
Q4 		$262K Sell
1,817
-17
-0.9% -$2.49K ﹤0.01% 1316
2023
Q3 		$281K Sell
1,834
-63
-3% -$9.49K ﹤0.01% 1235
2023
Q2 		$258K Sell
1,897
-24
-1% -$3.29K ﹤0.01% 1262
2023
Q1 		$254K Buy
1,921
+241
+14% +$33.5K ﹤0.01% 1244
2022
Q4 		$238K Buy
+1,680
New +$231K ﹤0.01% 1230

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Avantax Advisory Services's HES Position: Q2 2025 in Review

Avantax Advisory Services increased its Hess (HES) stake by 24% in Q2 2025, buying an estimated $159K and bringing the position to 6,023 shares worth $834K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Avantax Advisory Services first reported a position in HES in Q4 2022 and has held it in 11 quarters since. 844 funds tracked by Wall St. Rank hold HES as of Q2 2025.

  • Avantax Advisory Services held 6,023 shares of Hess worth $834K as of Q2 2025.
  • Avantax Advisory Services bought 1,180 Hess shares in Q2 2025, an estimated $159K.
  • Hess made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1276 holding.
  • Avantax Advisory Services first reported a position in Hess in Q4 2022 and has held it in 11 quarters since.
  • 844 funds tracked by Wall St. Rank held Hess as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.