OFG
HES

Oxford Financial Group’s Hess HES Stock Holding History

Oxford Financial Group’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
-2,516
Closed -$342K – 310
2024
Q3 		$342K Hold
2,516
– – 0.02% 187
2024
Q2 		$371K Sell
2,516
-4
-0.2% -$613 0.02% 185
2024
Q1 		$385K Buy
2,520
+38
+2% +$5.52K 0.03% 157
2023
Q4 		$358K Hold
2,482
– – 0.03% 165
2023
Q3 		$380K Sell
2,482
-33
-1% -$4.97K 0.03% 151
2023
Q2 		$342K Buy
+2,515
New +$344K 0.03% 164

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

Oxford Financial Group's HES Position: Q4 2024 in Review

Oxford Financial Group sold out of Hess (HES) in Q4 2024, closing a stake of 2,516 shares — an estimated $342K sold.

Oxford Financial Group first reported a position in HES in Q2 2023 and held it in 6 quarters. The position peaked at $385K in Q1 2024. 870 funds tracked by Wall St. Rank hold HES as of Q4 2024.

  • Oxford Financial Group reported no remaining Hess position as of Q4 2024 after selling out during the quarter.
  • Oxford Financial Group sold 2,516 Hess shares in Q4 2024, an estimated $342K.
  • Oxford Financial Group first reported a position in Hess in Q2 2023 and held it in 6 quarters.
  • Oxford Financial Group's Hess position peaked at $385K in Q1 2024.
  • 870 funds tracked by Wall St. Rank held Hess as of Q4 2024.

Based on Oxford Financial Group's 13F filing for Q4 2024, filed 11 Feb 2025.