PCS
HES

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Personal CFO Solutions's HES Position: Q2 2025 in Review

Personal CFO Solutions sold out of Hess (HES) in Q2 2025, closing a stake of 5,676 shares — an estimated $907K sold.

Personal CFO Solutions first reported a position in HES in Q3 2019 and held it in 15 quarters. The position peaked at $907K in Q1 2025. 844 funds tracked by Wall St. Rank hold HES as of Q2 2025.

  • Personal CFO Solutions reported no remaining Hess position as of Q2 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 5,676 Hess shares in Q2 2025, an estimated $907K.
  • Personal CFO Solutions first reported a position in Hess in Q3 2019 and held it in 15 quarters.
  • Personal CFO Solutions's Hess position peaked at $907K in Q1 2025.
  • 844 funds tracked by Wall St. Rank held Hess as of Q2 2025.

Based on Personal CFO Solutions's 13F filing for Q2 2025, filed 12 Aug 2025.