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
2025
Q1 		$451K Buy
2022
Q3 		– Sell
2022
Q2 		$272K Buy
2022
Q1 		$262K Buy
2021
Q3 		– Sell
2021
Q2 		$220K Buy