Householder Group Estate & Retirement Specialist’s Hess HES Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-576	Closed	-$78K	–	807
2024 Q3	$78K	Buy	576 +1	+0.2%	+$139	0.02%	408
2024 Q2	$84K	Buy	575 +2	+0.3%	+$307	0.02%	384
2024 Q1	$87.5K	Buy	573 +2	+0.4%	+$290	0.03%	369
2023 Q4	$82K	Buy	571 +2	+0.4%	+$293	0.03%	368
2023 Q3	$87.2K	Buy	+569	New	+$85.7K	0.03%	347
2023 Q1	$82K	Buy	622 +2	+0.3%	+$278	0.03%	346
2022 Q4	$87K	Buy	620 +2	+0.3%	+$275	0.13%	83
2022 Q3	$67K	Buy	+618	New	+$68.5K	0.03%	340

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 $64.8B AUM 42.7% 1-Year Est. Return

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

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

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

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

PCM

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

Householder Group Estate & Retirement Specialist's HES Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Hess (HES) in Q4 2024, closing a stake of 576 shares — an estimated $78K sold.

Householder Group Estate & Retirement Specialist first reported a position in HES in Q3 2022 and held it in 8 quarters. The position peaked at $87.5K in Q1 2024. 871 funds tracked by Wall St. Rank hold HES as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Hess position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 576 Hess shares in Q4 2024, an estimated $78K.
Householder Group Estate & Retirement Specialist first reported a position in Hess in Q3 2022 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's Hess position peaked at $87.5K in Q1 2024.
871 funds tracked by Wall St. Rank held Hess as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.