CWC
HES

Carolinas Wealth Consulting’s Hess HES Stock Holding History

Carolinas Wealth 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
2025
Q2 		– Sell
-21
Closed -$3.35K – 399
2025
Q1 		$3.35K Hold
21
– – ﹤0.01% 675
2024
Q4 		$2.79K Buy
21
+10
+91% +$1.4K ﹤0.01% 754
2024
Q3 		$1.49K Buy
11
+3
+38% +$417 ﹤0.01% 861
2024
Q2 		$1.18K Hold
8
– – ﹤0.01% 881
2024
Q1 		$1.22K Sell
8
-42
-84% -$6.1K ﹤0.01% 865
2023
Q4 		$7.21K Buy
50
+44
+733% +$6.45K ﹤0.01% 579
2023
Q3 		$866 Hold
6
– – ﹤0.01% 849
2023
Q2 		$816 Sell
6
-41
-87% -$5.61K ﹤0.01% 939
2023
Q1 		$6.25K Sell
47
-52
-53% -$7.24K ﹤0.01% 661
2022
Q4 		$14.1K Hold
99
– – ﹤0.01% 559
2022
Q3 		$11K Buy
99
+82
+482% +$9.09K ﹤0.01% 551
2022
Q2 		$2K Hold
17
– – ﹤0.01% 763
2022
Q1 		$2K Hold
17
– – ﹤0.01% 796
2021
Q4 		$1K Sell
17
-7
-29% -$568 ﹤0.01% 887
2021
Q3 		$2K Buy
+24
New +$1.77K ﹤0.01% 792
2020
Q4 		– Sell
-49
Closed -$2K – 931
2020
Q3 		$2K Sell
49
-11
-18% -$523 ﹤0.01% 701
2020
Q2 		$3K Buy
+60
New +$2.75K ﹤0.01% 448

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 $3.37T AUM 44.26% 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

Carolinas Wealth Consulting's HES Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Hess (HES) in Q2 2025, closing a stake of 21 shares — an estimated $3.35K sold.

Carolinas Wealth Consulting first reported a position in HES in Q2 2020 and held it in 17 quarters. The position peaked at $14.1K in Q4 2022. 845 funds tracked by Wall St. Rank hold HES as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Hess position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 21 Hess shares in Q2 2025, an estimated $3.35K.
  • Carolinas Wealth Consulting first reported a position in Hess in Q2 2020 and held it in 17 quarters.
  • Carolinas Wealth Consulting's Hess position peaked at $14.1K in Q4 2022.
  • 845 funds tracked by Wall St. Rank held Hess as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.