BW
HES

Bison Wealth’s Hess HES Stock Holding History

Bison Wealth’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
2024
Q4 		$566K Buy
4,252
+153
+4% +$21.4K 0.12% 142
2024
Q3 		$557K Buy
+4,099
New +$570K 0.09% 221

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
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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Bison Wealth's HES Position: Q4 2024 in Review

Bison Wealth increased its Hess (HES) stake by 3.7% in Q4 2024, buying an estimated $21.4K and bringing the position to 4,252 shares worth $566K. The position accounts for 0.12% of the portfolio, ranked #142.

Bison Wealth first reported a position in HES in Q3 2024 and has held it in 2 quarters since. 871 funds tracked by Wall St. Rank hold HES as of Q4 2024.

  • Bison Wealth held 4,252 shares of Hess worth $566K as of Q4 2024.
  • Bison Wealth bought 153 Hess shares in Q4 2024, an estimated $21.4K.
  • Hess made up 0.12% of Bison Wealth's portfolio in Q4 2024, its #142 holding.
  • Bison Wealth first reported a position in Hess in Q3 2024 and has held it in 2 quarters since.
  • 871 funds tracked by Wall St. Rank held Hess as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.