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 $5.7T 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
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B 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 $14.1B 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 $15.3B AUM 50.95% 1-Year Est. Return