EWA
HES

EP Wealth Advisors’s Hess HES Stock Holding History

EP Wealth Advisors’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 		$453K Buy
3,268
+446
+16% +$60.2K ﹤0.01% 823
2025
Q1 		$451K Buy
+2,822
New +$415K ﹤0.01% 744
2022
Q3 		– Sell
-2,563
Closed -$272K – 453
2022
Q2 		$272K Buy
2,563
+118
+5% +$13.3K 0.01% 502
2022
Q1 		$262K Buy
+2,445
New +$232K 0.01% 514
2021
Q3 		– Sell
-2,523
Closed -$220K – 544
2021
Q2 		$220K Buy
+2,523
New +$204K 0.01% 498

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 $3.37T AUM 44.26% 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 $10.2B AUM 67.73% 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

EP Wealth Advisors's HES Position: Q2 2025 in Review

EP Wealth Advisors increased its Hess (HES) stake by 16% in Q2 2025, buying an estimated $60.2K and bringing the position to 3,268 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

EP Wealth Advisors first reported a position in HES in Q2 2021 and has held it in 5 quarters since. 844 funds tracked by Wall St. Rank hold HES as of Q2 2025.

  • EP Wealth Advisors held 3,268 shares of Hess worth $453K as of Q2 2025.
  • EP Wealth Advisors bought 446 Hess shares in Q2 2025, an estimated $60.2K.
  • Hess made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #823 holding.
  • EP Wealth Advisors first reported a position in Hess in Q2 2021 and has held it in 5 quarters since.
  • 844 funds tracked by Wall St. Rank held Hess as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.