NAS
HES

NWF Advisory Services’s Hess HES Stock Holding History

NWF Advisory Services’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
-11,764
Closed -$1.6M – 343
2024
Q3 		$1.6M Buy
11,764
+1,257
+12% +$175K 0.23% 79
2024
Q2 		$1.55M Buy
10,507
+854
+9% +$131K 0.25% 71
2024
Q1 		$1.47M Buy
+9,653
New +$1.4M 0.25% 75

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

NWF Advisory Services's HES Position: Q4 2024 in Review

NWF Advisory Services sold out of Hess (HES) in Q4 2024, closing a stake of 11,764 shares — an estimated $1.6M sold.

NWF Advisory Services first reported a position in HES in Q1 2024 and held it in 3 quarters. The position peaked at $1.6M in Q3 2024. 870 funds tracked by Wall St. Rank hold HES as of Q4 2024.

  • NWF Advisory Services reported no remaining Hess position as of Q4 2024 after selling out during the quarter.
  • NWF Advisory Services sold 11,764 Hess shares in Q4 2024, an estimated $1.6M.
  • NWF Advisory Services first reported a position in Hess in Q1 2024 and held it in 3 quarters.
  • NWF Advisory Services's Hess position peaked at $1.6M in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Hess as of Q4 2024.

Based on NWF Advisory Services's 13F filing for Q4 2024, filed 14 May 2025.