CWM
HES

Congress Wealth Management’s Hess HES Stock Holding History

Congress 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
-1,750
Closed -$280K – 1192
2025
Q1 		$280K Buy
+1,750
New +$257K ﹤0.01% 952
2024
Q4 		– Sell
-1,725
Closed -$234K – 894
2024
Q3 		$234K Sell
1,725
-6
-0.3% -$835 ﹤0.01% 790
2024
Q2 		$255K Buy
1,731
+181
+12% +$27.7K ﹤0.01% 649
2024
Q1 		$237K Sell
1,550
-66
-4% -$9.59K ﹤0.01% 548
2023
Q4 		$233K Buy
1,616
+99
+7% +$14.5K ﹤0.01% 571
2023
Q3 		$232K Buy
1,517
+24
+2% +$3.61K ﹤0.01% 561
2023
Q2 		$203K Buy
+1,493
New +$204K ﹤0.01% 541

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 $71.3B AUM 56.8% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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

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

Congress Wealth Management sold out of Hess (HES) in Q2 2025, closing a stake of 1,750 shares — an estimated $280K sold.

Congress Wealth Management first reported a position in HES in Q2 2023 and held it in 7 quarters. The position peaked at $280K in Q1 2025. 844 funds tracked by Wall St. Rank hold HES as of Q2 2025.

  • Congress Wealth Management reported no remaining Hess position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 1,750 Hess shares in Q2 2025, an estimated $280K.
  • Congress Wealth Management first reported a position in Hess in Q2 2023 and held it in 7 quarters.
  • Congress Wealth Management's Hess position peaked at $280K in Q1 2025.
  • 844 funds tracked by Wall St. Rank held Hess as of Q2 2025.

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