MPWM Advisory Solutions’s Hess HES Stock Holding History

MPWM Advisory Solutions’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 Q2	–	Sell	-100	Closed	-$16K	–	628
2025 Q1	$16K	Hold	100	–	–	0.01%	268
2024 Q4	$13.3K	Buy	+100	New	+$14K	0.01%	292

Other funds holding HES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 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

MPWM Advisory Solutions's HES Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Hess (HES) in Q2 2025, closing a stake of 100 shares — an estimated $16K sold.

MPWM Advisory Solutions first reported a position in HES in Q4 2024 and held it in 2 quarters. The position peaked at $16K in Q1 2025. 844 funds tracked by Wall St. Rank hold HES as of Q2 2025.

MPWM Advisory Solutions reported no remaining Hess position as of Q2 2025 after selling out during the quarter.
MPWM Advisory Solutions sold 100 Hess shares in Q2 2025, an estimated $16K.
MPWM Advisory Solutions first reported a position in Hess in Q4 2024 and held it in 2 quarters.
MPWM Advisory Solutions's Hess position peaked at $16K in Q1 2025.
844 funds tracked by Wall St. Rank held Hess as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.