Summit Trail Advisors’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Buy |
4,428
+2,094
| +90% | +$290K | 0.01% | 652 |
|
|
2025
Q1 | $373K | Buy |
+2,334
| New | +$373K | 0.01% | 286 |
|
|
2024
Q3 | – | Sell |
-1,525
| Closed | -$225K | – | 735 |
|
|
2024
Q2 | $225K | Sell |
1,525
-466
| -23% | -$68.7K | 0.01% | 561 |
|
|
2024
Q1 | $304K | Buy |
1,991
+407
| +26% | +$62.1K | 0.01% | 456 |
|
|
2023
Q4 | $228K | Buy |
+1,584
| New | +$228K | 0.01% | 464 |
|
|
2018
Q1 | – | Sell |
-977
| Closed | -$52K | – | 952 |
|
|
2017
Q4 | $52K | Buy |
+977
| New | +$52K | 0.01% | 807 |
|