Legacy Advisors’s Hess HES Stock Holding History

Legacy 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	$330K	Buy	2,063 +166	+9%	+$24.4K	0.03%	312
2024 Q4	$252K	Buy	1,897 +118	+7%	+$16.5K	0.02%	340
2024 Q3	$242K	Buy	1,779 +47	+3%	+$6.54K	0.03%	332
2024 Q2	$256K	Sell	1,732 -3,420	-66%	-$524K	0.03%	274
2024 Q1	$786K	Sell	5,152 -688	-12%	-$99.9K	0.1%	163
2023 Q4	$842K	Buy	5,840 +3,605	+161%	+$528K	0.11%	146
2023 Q3	$342K	Buy	+2,235	New	+$337K	0.06%	221
2017 Q4	–	Sell	-3,060	Closed	-$138K	–	390
2017 Q3	$143K	Hold	3,060	–	–	0.16%	62
2017 Q2	$134K	Hold	3,060	–	–	0.17%	61
2017 Q1	$147K	Hold	3,060	–	–	0.2%	52
2016 Q4	$190K	Buy	+3,060	New	+$167K	0.26%	43

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

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

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Legacy Advisors's HES Position: Q1 2025 in Review

Legacy Advisors increased its Hess (HES) stake by 8.8% in Q1 2025, buying an estimated $24.4K and bringing the position to 2,063 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #312.

Legacy Advisors first reported a position in HES in Q4 2016 and has held it in 11 quarters since. The position peaked at $842K in Q4 2023. 885 funds tracked by Wall St. Rank hold HES as of Q1 2025.

Legacy Advisors held 2,063 shares of Hess worth $330K as of Q1 2025.
Legacy Advisors bought 166 Hess shares in Q1 2025, an estimated $24.4K.
Hess made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #312 holding.
Legacy Advisors first reported a position in Hess in Q4 2016 and has held it in 11 quarters since.
Legacy Advisors's Hess position peaked at $842K in Q4 2023.
885 funds tracked by Wall St. Rank held Hess as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.