IWA
HES

Icon Wealth Advisors’s Hess HES Stock Holding History

Icon 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
Q1 		– Sell
-2,842
Closed -$378K – 502
2024
Q4 		$378K Sell
2,842
-14
-0.5% -$1.96K 0.03% 257
2024
Q3 		$388K Sell
2,856
-464
-14% -$64.5K 0.03% 248
2024
Q2 		$509K Buy
3,320
+1,201
+57% +$184K 0.05% 206
2024
Q1 		$323K Sell
2,119
-288
-12% -$41.8K 0.03% 269
2023
Q4 		$347K Buy
+2,407
New +$353K 0.04% 244

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
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

Icon Wealth Advisors's HES Position: Q1 2025 in Review

Icon Wealth Advisors sold out of Hess (HES) in Q1 2025, closing a stake of 2,842 shares — an estimated $378K sold.

Icon Wealth Advisors first reported a position in HES in Q4 2023 and held it in 5 quarters. The position peaked at $509K in Q2 2024. 884 funds tracked by Wall St. Rank hold HES as of Q1 2025.

  • Icon Wealth Advisors reported no remaining Hess position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,842 Hess shares in Q1 2025, an estimated $378K.
  • Icon Wealth Advisors first reported a position in Hess in Q4 2023 and held it in 5 quarters.
  • Icon Wealth Advisors's Hess position peaked at $509K in Q2 2024.
  • 884 funds tracked by Wall St. Rank held Hess as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.