BWM
HES

Bullock Wealth Management’s Hess HES Stock Holding History

Bullock Wealth Management’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 		– Sell
-12
Closed -$1.96K – 602
2025
Q1 		$1.96K Hold
12
– – ﹤0.01% 496
2024
Q4 		$1.61K Hold
12
– – ﹤0.01% 519
2024
Q3 		$1.67K Hold
12
– – ﹤0.01% 501
2024
Q2 		$1.78K Hold
12
– – ﹤0.01% 477
2024
Q1 		$1.85K Buy
+12
New +$1.74K ﹤0.01% 487

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Bullock Wealth Management's HES Position: Q2 2025 in Review

Bullock Wealth Management sold out of Hess (HES) in Q2 2025, closing a stake of 12 shares — an estimated $1.96K sold.

Bullock Wealth Management first reported a position in HES in Q1 2024 and held it in 5 quarters. The position peaked at $1.96K in Q1 2025. 844 funds tracked by Wall St. Rank hold HES as of Q2 2025.

  • Bullock Wealth Management reported no remaining Hess position as of Q2 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 12 Hess shares in Q2 2025, an estimated $1.96K.
  • Bullock Wealth Management first reported a position in Hess in Q1 2024 and held it in 5 quarters.
  • Bullock Wealth Management's Hess position peaked at $1.96K in Q1 2025.
  • 844 funds tracked by Wall St. Rank held Hess as of Q2 2025.

Based on Bullock Wealth Management's 13F filing for Q2 2025, filed 24 Sep 2026.