DWM
HES

Drive Wealth Management’s Hess HES Stock Holding History

Drive 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
-1,395
Closed -$223K – 354
2025
Q1 		$223K Sell
1,395
-2,608
-65% -$383K 0.05% 277
2024
Q4 		$532K Sell
4,003
-218
-5% -$30.4K 0.13% 124
2024
Q3 		$573K Sell
4,221
-378
-8% -$52.6K 0.15% 114
2024
Q2 		$678K Buy
4,599
+72
+2% +$11K 0.18% 97
2024
Q1 		$691K Buy
4,527
+81
+2% +$11.8K 0.19% 99
2023
Q4 		$641K Buy
4,446
+69
+2% +$10.1K 0.21% 97
2023
Q3 		$670K Buy
4,377
+200
+5% +$30.1K 0.24% 89
2023
Q2 		$568K Sell
4,177
-13
-0.3% -$1.78K 0.21% 98
2023
Q1 		$555K Sell
4,190
-2,430
-37% -$338K 0.23% 106
2022
Q4 		$939K Buy
6,620
+375
+6% +$51.5K 0.47% 47
2022
Q3 		$681K Buy
6,245
+515
+9% +$57.1K 0.65% 36
2022
Q2 		$607K Buy
5,730
+34
+0.6% +$3.85K 0.55% 46
2022
Q1 		$610K Buy
5,696
+51
+0.9% +$4.84K 0.51% 48
2021
Q4 		$418K Buy
+5,645
New +$458K 0.37% 78

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