SSA
HES

Sierra Summit Advisors’s Hess HES Stock Holding History

Sierra Summit 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
Q2 		– Sell
-1,651
Closed -$264K – 196
2025
Q1 		$264K Sell
1,651
-550
-25% -$80.9K 0.06% 169
2024
Q4 		$293K Sell
2,201
-3,494
-61% -$488K 0.06% 142
2024
Q3 		$773K Buy
5,695
+2,945
+107% +$410K 0.18% 78
2024
Q2 		$406K Buy
2,750
+1,250
+83% +$192K 0.1% 112
2024
Q1 		$229K Sell
1,500
-46,830
-97% -$6.8M 0.06% 142
2023
Q4 		$6.97M Buy
+48,330
New +$7.08M 2.03% 18

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

Sierra Summit Advisors's HES Position: Q2 2025 in Review

Sierra Summit Advisors sold out of Hess (HES) in Q2 2025, closing a stake of 1,651 shares — an estimated $264K sold.

Sierra Summit Advisors first reported a position in HES in Q4 2023 and held it in 6 quarters. The position peaked at $6.97M in Q4 2023. 844 funds tracked by Wall St. Rank hold HES as of Q2 2025.

  • Sierra Summit Advisors reported no remaining Hess position as of Q2 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 1,651 Hess shares in Q2 2025, an estimated $264K.
  • Sierra Summit Advisors first reported a position in Hess in Q4 2023 and held it in 6 quarters.
  • Sierra Summit Advisors's Hess position peaked at $6.97M in Q4 2023.
  • 844 funds tracked by Wall St. Rank held Hess as of Q2 2025.

Based on Sierra Summit Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.