JPWM
HES

Jamison Private Wealth Management’s Hess HES Stock Holding History

Jamison Private Wealth Management’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
-39
Closed -$5.36K – 311
2024
Q3 		$5.36K Hold
39
– – ﹤0.01% 376
2024
Q2 		$5.8K Hold
39
– – ﹤0.01% 344
2024
Q1 		$5.99K Hold
39
– – ﹤0.01% 350
2023
Q4 		$5.62K Hold
39
– – ﹤0.01% 335
2023
Q3 		$5.95K Buy
+39
New +$5.87K ﹤0.01% 316

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Jamison Private Wealth Management's HES Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Hess (HES) in Q4 2024, closing a stake of 39 shares — an estimated $5.36K sold.

Jamison Private Wealth Management first reported a position in HES in Q3 2023 and held it in 5 quarters. The position peaked at $5.99K in Q1 2024. 870 funds tracked by Wall St. Rank hold HES as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Hess position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 39 Hess shares in Q4 2024, an estimated $5.36K.
  • Jamison Private Wealth Management first reported a position in Hess in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Hess position peaked at $5.99K in Q1 2024.
  • 870 funds tracked by Wall St. Rank held Hess as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.