Cherry Tree Wealth Management’s Hess HES Stock Holding History

Cherry Tree 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	-9	Closed	-$1.44K	–	665
2025 Q1	$1.44K	Hold	9	–	–	﹤0.01%	654
2024 Q4	$1.2K	Hold	9	–	–	﹤0.01%	566
2024 Q3	$1.22K	Hold	9	–	–	﹤0.01%	555
2024 Q2	$1.33K	Hold	9	–	–	﹤0.01%	535
2024 Q1	$1.37K	Hold	9	–	–	﹤0.01%	528
2023 Q4	$1.3K	Hold	9	–	–	﹤0.01%	530
2023 Q3	$1.38K	Hold	9	–	–	﹤0.01%	510
2023 Q2	$1.22K	Buy	+9	New	+$1.23K	﹤0.01%	528

Other funds holding HES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 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

Cherry Tree Wealth Management's HES Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Hess (HES) in Q2 2025, closing a stake of 9 shares — an estimated $1.44K sold.

Cherry Tree Wealth Management first reported a position in HES in Q2 2023 and held it in 8 quarters. The position peaked at $1.44K in Q1 2025. 844 funds tracked by Wall St. Rank hold HES as of Q2 2025.

Cherry Tree Wealth Management reported no remaining Hess position as of Q2 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 9 Hess shares in Q2 2025, an estimated $1.44K.
Cherry Tree Wealth Management first reported a position in Hess in Q2 2023 and held it in 8 quarters.
Cherry Tree Wealth Management's Hess position peaked at $1.44K in Q1 2025.
844 funds tracked by Wall St. Rank held Hess as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.