Personal CFO Solutions’s Hess HES Stock Holding History

Personal CFO 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	-5,676	Closed	-$907K	–	498
2025 Q1	$907K	Buy	5,676 +873	+18%	+$128K	0.18%	113
2024 Q4	$639K	Sell	4,803 -1,250	-21%	-$175K	0.13%	177
2024 Q3	$822K	Buy	6,053 +1,988	+49%	+$277K	0.11%	182
2024 Q2	$600K	Buy	4,065 +1,351	+50%	+$207K	0.09%	211
2024 Q1	$414K	Buy	+2,714	New	+$394K	0.06%	303
2022 Q2	–	Sell	-1,926	Closed	-$206K	–	463
2022 Q1	$206K	Sell	1,926 -3,313	-63%	-$314K	0.04%	434
2021 Q4	$388K	Buy	+5,239	New	+$425K	0.07%	253
2021 Q3	–	Sell	-4,640	Closed	-$405K	–	459
2021 Q2	$405K	Sell	4,640 -798	-15%	-$64.4K	0.08%	220
2021 Q1	$385K	Sell	5,438 -4,996	-48%	-$319K	0.08%	211
2020 Q4	$551K	Sell	10,434 -757	-7%	-$34.4K	0.14%	140
2020 Q3	$0	Buy	11,191 +262	+2%	+$12.4K	﹤0.01%	221
2020 Q2	$566K	Sell	10,929 -383	-3%	-$17.5K	0.17%	118
2020 Q1	$377K	Buy	11,312 +5,766	+104%	+$312K	0.14%	143
2019 Q4	$371K	Sell	5,546 -250	-4%	-$16.4K	0.11%	176
2019 Q3	$351K	Buy	+5,796	New	+$361K	0.14%	184

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

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

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

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return