Global Financial Private Client’s Hess HES Stock Holding History

Global Financial Private Client’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	-69	Closed	-$11K	–	801
2025 Q1	$11K	Buy	69 +29	+73%	+$4.26K	﹤0.01%	560
2024 Q4	$5.32K	Buy	40 +13	+48%	+$1.81K	﹤0.01%	631
2024 Q3	$3.67K	Buy	27 +18	+200%	+$2.5K	﹤0.01%	674
2024 Q2	$1.33K	Hold	9	–	–	﹤0.01%	605
2024 Q1	$1.39K	Hold	9	–	–	﹤0.01%	617
2023 Q4	$1.3K	Hold	9	–	–	﹤0.01%	615
2023 Q3	$1.34K	Hold	9	–	–	﹤0.01%	601
2023 Q2	$1.24K	Hold	9	–	–	﹤0.01%	604
2023 Q1	$1.29K	Hold	9	–	–	﹤0.01%	605
2022 Q4	$1.28K	Hold	9	–	–	﹤0.01%	595
2022 Q3	$1.05K	Hold	9	–	–	﹤0.01%	576
2022 Q2	$949	Hold	9	–	–	﹤0.01%	569
2022 Q1	$981	Hold	9	–	–	﹤0.01%	585
2021 Q4	$666	Hold	9	–	–	﹤0.01%	608
2021 Q3	$730	Hold	9	–	–	﹤0.01%	551
2021 Q2	$800	Hold	9	–	–	﹤0.01%	550
2021 Q1	$670	Hold	9	–	–	﹤0.01%	535
2020 Q4	$475	Buy	+9	New	+$409	﹤0.01%	535
2020 Q3	–	Sell	-139	Closed	-$6.93K	–	487
2020 Q2	$6.93K	Hold	139	–	–	0.01%	367
2020 Q1	$4.45K	Hold	139	–	–	﹤0.01%	404
2019 Q4	$9.29K	Buy	+139	New	+$9.09K	0.01%	384

Other funds holding HES

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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 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

Global Financial Private Client's HES Position: Q2 2025 in Review

Global Financial Private Client sold out of Hess (HES) in Q2 2025, closing a stake of 69 shares — an estimated $11K sold.

Global Financial Private Client first reported a position in HES in Q4 2019 and held it in 21 quarters. The position peaked at $11K in Q1 2025. 844 funds tracked by Wall St. Rank hold HES as of Q2 2025.

Global Financial Private Client reported no remaining Hess position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 69 Hess shares in Q2 2025, an estimated $11K.
Global Financial Private Client first reported a position in Hess in Q4 2019 and held it in 21 quarters.
Global Financial Private Client's Hess position peaked at $11K in Q1 2025.
844 funds tracked by Wall St. Rank held Hess as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.