Schechter Investment Advisors’s Hess HES Stock Holding History

Schechter Investment 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	$401K	Sell	2,508 -307	-11%	-$45.1K	0.03%	414
2024 Q4	$374K	Sell	2,815 -93	-3%	-$13K	0.03%	444
2024 Q3	$395K	Sell	2,908 -138	-5%	-$19.2K	0.03%	440
2024 Q2	$449K	Sell	3,046 -73	-2%	-$11.2K	0.03%	398
2024 Q1	$476K	Sell	3,119 -47	-1%	-$6.83K	0.04%	383
2023 Q4	$456K	Buy	3,166 +27	+0.9%	+$3.96K	0.04%	369
2023 Q3	$480K	Sell	3,139 -266	-8%	-$40.1K	0.05%	351
2023 Q2	$463K	Sell	3,405 -54	-2%	-$7.39K	0.04%	397
2023 Q1	$458K	Buy	3,459 +446	+15%	+$62.1K	0.04%	429
2022 Q4	$427K	Buy	3,013 +359	+14%	+$49.3K	0.04%	543
2022 Q3	$289K	Buy	2,654 +140	+6%	+$15.5K	0.03%	720
2022 Q2	$267K	Buy	2,514 +387	+18%	+$43.8K	0.03%	749
2022 Q1	$227K	Buy	+2,127	New	+$202K	0.02%	802

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Schechter Investment Advisors's HES Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Hess (HES) stake by 11% in Q1 2025, selling an estimated $45.1K and leaving 2,508 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #414.

Schechter Investment Advisors first reported a position in HES in Q1 2022 and has held it in 13 quarters since. The position peaked at $480K in Q3 2023. 884 funds tracked by Wall St. Rank hold HES as of Q1 2025.

Schechter Investment Advisors held 2,508 shares of Hess worth $401K as of Q1 2025.
Schechter Investment Advisors sold 307 Hess shares in Q1 2025, an estimated $45.1K.
Hess made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #414 holding.
Schechter Investment Advisors first reported a position in Hess in Q1 2022 and has held it in 13 quarters since.
Schechter Investment Advisors's Hess position peaked at $480K in Q3 2023.
884 funds tracked by Wall St. Rank held Hess as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.