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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $10.3B AUM 67.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

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

Drive Wealth Management sold out of Hess (HES) in Q2 2025, closing a stake of 1,395 shares — an estimated $223K sold.

Drive Wealth Management first reported a position in HES in Q4 2021 and held it in 14 quarters. The position peaked at $939K in Q4 2022. 844 funds tracked by Wall St. Rank hold HES as of Q2 2025.

  • Drive Wealth Management reported no remaining Hess position as of Q2 2025 after selling out during the quarter.
  • Drive Wealth Management sold 1,395 Hess shares in Q2 2025, an estimated $223K.
  • Drive Wealth Management first reported a position in Hess in Q4 2021 and held it in 14 quarters.
  • Drive Wealth Management's Hess position peaked at $939K in Q4 2022.
  • 844 funds tracked by Wall St. Rank held Hess as of Q2 2025.

Based on Drive Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.