CPG
HES

Cornerstone Planning Group’s Hess HES Stock Holding History

Cornerstone Planning Group’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
-19
Closed -$2.47K – 1600
2025
Q1 		$2.47K Buy
19
+12
+171% +$1.76K ﹤0.01% 934
2024
Q4 		$1.02K Buy
7
+1
+17% +$140 ﹤0.01% 948
2024
Q3 		$808 Buy
6
+3
+100% +$417 ﹤0.01% 987
2024
Q2 		$398 Buy
+3
New +$460 ﹤0.01% 1108
2024
Q1 		– Sell
-6
Closed -$865 – 1141
2023
Q4 		$865 Hold
6
– – ﹤0.01% 736
2023
Q3 		$918 Buy
+6
New +$903 ﹤0.01% 803

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $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

Cornerstone Planning Group's HES Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Hess (HES) in Q2 2025, closing a stake of 19 shares — an estimated $2.47K sold.

Cornerstone Planning Group first reported a position in HES in Q3 2023 and held it in 6 quarters. The position peaked at $2.47K in Q1 2025. 844 funds tracked by Wall St. Rank hold HES as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Hess position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 19 Hess shares in Q2 2025, an estimated $2.47K.
  • Cornerstone Planning Group first reported a position in Hess in Q3 2023 and held it in 6 quarters.
  • Cornerstone Planning Group's Hess position peaked at $2.47K in Q1 2025.
  • 844 funds tracked by Wall St. Rank held Hess as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.