Financial Life Planners’s Hess HES Stock Holding History

Financial Life Planners’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 Q1	–	Sell	-35	Closed	-$4.72K	–	206
2024 Q4	$4.72K	Buy	+35	New	+$4.89K	﹤0.01%	296

Other funds holding HES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Financial Life Planners's HES Position: Q1 2025 in Review

Financial Life Planners sold out of Hess (HES) in Q1 2025, closing a stake of 35 shares — an estimated $4.72K sold.

Financial Life Planners first reported a position in HES in Q4 2024 and held it in 1 quarter. The position peaked at $4.72K in Q4 2024. 884 funds tracked by Wall St. Rank hold HES as of Q1 2025.

Financial Life Planners reported no remaining Hess position as of Q1 2025 after selling out during the quarter.
Financial Life Planners sold 35 Hess shares in Q1 2025, an estimated $4.72K.
Financial Life Planners first reported a position in Hess in Q4 2024 and held it in 1 quarter.
Financial Life Planners's Hess position peaked at $4.72K in Q4 2024.
884 funds tracked by Wall St. Rank held Hess as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.