EP
HES

Edgestream Partners’s Hess HES Stock Holding History

Edgestream Partners’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
-36,361
Closed -$5.81M – 930
2025
Q1 		$5.81M Buy
36,361
+28,685
+374% +$4.22M 0.2% 185
2024
Q4 		$1.02M Buy
+7,676
New +$1.07M 0.04% 562
2024
Q3 		– Sell
-6,909
Closed -$1.02M – 939
2024
Q2 		$1.02M Buy
6,909
+4,807
+229% +$737K 0.05% 518
2024
Q1 		$321K Sell
2,102
-4,340
-67% -$630K 0.02% 708
2023
Q4 		$929K Buy
+6,442
New +$944K 0.07% 463
2022
Q3 		– Sell
-12,380
Closed -$1.31M – 520
2022
Q2 		$1.31M Buy
12,380
+8,230
+198% +$931K 0.1% 274
2022
Q1 		$444K Buy
+4,150
New +$394K 0.04% 439
2021
Q4 		– Sell
-46,201
Closed -$3.61M – 515
2021
Q3 		$3.61M Buy
+46,201
New +$3.4M 0.22% 157
2021
Q2 		– Sell
-24,570
Closed -$1.74M – 487
2021
Q1 		$1.74M Sell
24,570
-83,613
-77% -$5.35M 0.1% 254
2020
Q4 		$5.71M Sell
108,183
-43,170
-29% -$1.96M 0.29% 121
2020
Q3 		$6.2M Buy
151,353
+59,210
+64% +$2.81M 0.4% 82
2020
Q2 		$4.77M Buy
92,143
+41,618
+82% +$1.91M 0.25% 119
2020
Q1 		$1.68M Sell
50,525
-70,440
-58% -$3.81M 0.16% 155
2019
Q4 		$8.08M Buy
120,965
+113,680
+1,560% +$7.44M 0.42% 76
2019
Q3 		$441K Buy
+7,285
New +$454K 0.04% 219
2019
Q2 		– Sell
-12,825
Closed -$772K – 252
2019
Q1 		$772K Buy
+12,825
New +$706K 0.11% 146

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

Edgestream Partners's HES Position: Q2 2025 in Review

Edgestream Partners sold out of Hess (HES) in Q2 2025, closing a stake of 36,361 shares — an estimated $5.81M sold.

Edgestream Partners first reported a position in HES in Q1 2019 and held it in 16 quarters. The position peaked at $8.08M in Q4 2019. 844 funds tracked by Wall St. Rank hold HES as of Q2 2025.

  • Edgestream Partners reported no remaining Hess position as of Q2 2025 after selling out during the quarter.
  • Edgestream Partners sold 36,361 Hess shares in Q2 2025, an estimated $5.81M.
  • Edgestream Partners first reported a position in Hess in Q1 2019 and held it in 16 quarters.
  • Edgestream Partners's Hess position peaked at $8.08M in Q4 2019.
  • 844 funds tracked by Wall St. Rank held Hess as of Q2 2025.

Based on Edgestream Partners's 13F filing for Q2 2025, filed 13 Aug 2025.