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 $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