Bedel Financial Consulting’s Hess HES Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-55	Closed	-$6K	–	474
2022 Q1	$6K	Sell	55 -38	-41%	-$3.6K	﹤0.01%	745
2021 Q4	$7K	Buy	93 +38	+69%	+$3.08K	﹤0.01%	730
2021 Q3	$4K	Hold	55	–	–	﹤0.01%	810
2021 Q2	$5K	Hold	55	–	–	﹤0.01%	770
2021 Q1	$4K	Hold	55	–	–	﹤0.01%	773
2020 Q4	$3K	Hold	55	–	–	﹤0.01%	709
2020 Q3	$2K	Hold	55	–	–	﹤0.01%	710
2020 Q2	$3K	Hold	55	–	–	﹤0.01%	646
2020 Q1	$2K	Hold	55	–	–	﹤0.01%	675
2019 Q4	$4K	Hold	55	–	–	﹤0.01%	610
2019 Q3	$3K	Hold	55	–	–	﹤0.01%	615
2019 Q2	$3K	Hold	55	–	–	﹤0.01%	612
2019 Q1	$3K	Hold	55	–	–	﹤0.01%	609
2018 Q4	$2K	Sell	55 -66	-55%	-$3.76K	﹤0.01%	608
2018 Q3	$7K	Hold	121	–	–	﹤0.01%	523
2018 Q2	$8K	Sell	121 -38	-24%	-$2.27K	0.01%	501
2018 Q1	$8K	Buy	+159	New	+$7.79K	0.01%	497

Other funds holding HES

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bedel Financial Consulting's HES Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Hess (HES) in Q2 2022, closing a stake of 55 shares — an estimated $6K sold.

Bedel Financial Consulting first reported a position in HES in Q1 2018 and held it in 17 quarters. The position peaked at $8K in Q2 2018. 631 funds tracked by Wall St. Rank hold HES as of Q2 2022.

Bedel Financial Consulting reported no remaining Hess position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 55 Hess shares in Q2 2022, an estimated $6K.
Bedel Financial Consulting first reported a position in Hess in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Hess position peaked at $8K in Q2 2018.
631 funds tracked by Wall St. Rank held Hess as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.