PCWA
HES

Pacific Capital Wealth Advisors’s Hess HES Stock Holding History

Pacific Capital Wealth 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 		– Sell
-225
Closed -$29.9K – 208
2024
Q4 		$29.9K Hold
225
– – 0.01% 188
2024
Q3 		$30.6K Hold
225
– – 0.01% 192
2024
Q2 		$33.2K Sell
225
-13
-5% -$1.99K 0.01% 191
2024
Q1 		$36.3K Buy
238
+49
+26% +$7.12K 0.01% 157
2023
Q4 		$27.2K Buy
+189
New +$27.7K 0.01% 175

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
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

Pacific Capital Wealth Advisors's HES Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Hess (HES) in Q1 2025, closing a stake of 225 shares — an estimated $29.9K sold.

Pacific Capital Wealth Advisors first reported a position in HES in Q4 2023 and held it in 5 quarters. The position peaked at $36.3K in Q1 2024. 884 funds tracked by Wall St. Rank hold HES as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Hess position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 225 Hess shares in Q1 2025, an estimated $29.9K.
  • Pacific Capital Wealth Advisors first reported a position in Hess in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Hess position peaked at $36.3K in Q1 2024.
  • 884 funds tracked by Wall St. Rank held Hess as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.