LC
HES

Lindbrook Capital’s Hess HES Stock Holding History

Lindbrook Capital’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 		$101K Buy
635
+256
+68% +$37.6K 0.01% 670
2024
Q4 		$50.4K Sell
379
-249
-40% -$34.8K ﹤0.01% 808
2024
Q3 		$85.3K Sell
628
-27
-4% -$3.76K 0.01% 606
2024
Q2 		$96.6K Sell
655
-232
-26% -$35.6K 0.01% 554
2024
Q1 		$135K Sell
887
-9
-1% -$1.31K 0.01% 454
2023
Q4 		$129K Buy
896
+196
+28% +$28.7K 0.01% 448
2023
Q3 		$107K Buy
700
+267
+62% +$40.2K 0.01% 447
2023
Q2 		$58.9K Buy
433
+14
+3% +$1.92K 0.01% 654
2023
Q1 		$55.5K Buy
419
+196
+88% +$27.3K 0.01% 661
2022
Q4 		$31.6K Buy
223
+78
+54% +$10.7K ﹤0.01% 860
2022
Q3 		$16K Sell
145
-3
-2% -$332 ﹤0.01% 1099
2022
Q2 		$16K Buy
148
+18
+14% +$2.04K ﹤0.01% 1060
2022
Q1 		$14K Buy
130
+78
+150% +$7.4K ﹤0.01% 1155
2021
Q4 		$4K Hold
52
– – ﹤0.01% 1579
2021
Q3 		$4K Sell
52
-15
-22% -$1.1K ﹤0.01% 1312
2021
Q2 		$6K Buy
67
+7
+12% +$565 ﹤0.01% 1240
2021
Q1 		$4K Buy
60
+8
+15% +$512 ﹤0.01% 1331
2020
Q4 		$3K Sell
52
-12
-19% -$545 ﹤0.01% 1337
2020
Q3 		$3K Buy
64
+12
+23% +$570 ﹤0.01% 1272
2020
Q2 		$3K Sell
52
-83
-61% -$3.8K ﹤0.01% 1257
2020
Q1 		$4K Sell
135
-706
-84% -$38.2K ﹤0.01% 1087
2019
Q4 		$56K Hold
841
– – 0.02% 406
2019
Q3 		$51K Sell
841
-15
-2% -$935 0.02% 413
2019
Q2 		$54K Buy
856
+130
+18% +$8.04K 0.02% 395
2019
Q1 		$43K Buy
726
+83
+13% +$4.57K 0.02% 457
2018
Q4 		$26K Buy
+643
New +$36.7K 0.01% 526

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lindbrook Capital's HES Position: Q1 2025 in Review

Lindbrook Capital increased its Hess (HES) stake by 68% in Q1 2025, buying an estimated $37.6K and bringing the position to 635 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #670.

Lindbrook Capital first reported a position in HES in Q4 2018 and has held it in 26 quarters since. The position peaked at $135K in Q1 2024. 885 funds tracked by Wall St. Rank hold HES as of Q1 2025.

  • Lindbrook Capital held 635 shares of Hess worth $101K as of Q1 2025.
  • Lindbrook Capital bought 256 Hess shares in Q1 2025, an estimated $37.6K.
  • Hess made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #670 holding.
  • Lindbrook Capital first reported a position in Hess in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Hess position peaked at $135K in Q1 2024.
  • 885 funds tracked by Wall St. Rank held Hess as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.