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Tyler-Stone Wealth Management’s Hess HES Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-82
Closed -$12.1K – 574
2024
Q2 		$12.1K Hold
82
– – 0.01% 624
2024
Q1 		$12.5K Hold
82
– – 0.01% 614
2023
Q4 		$11.8K Hold
82
– – 0.01% 608
2023
Q3 		$13K Hold
82
– – 0.01% 550
2023
Q2 		$11K Buy
+82
New +$11.2K 0.01% 589
2022
Q4 		$12K Hold
82
– – 0.01% 525
2022
Q3 		$9K Hold
82
– – 0.01% 551
2022
Q2 		$9K Buy
82
+43
+110% +$4.86K 0.01% 582
2022
Q1 		$4K Hold
39
– – ﹤0.01% 696
2021
Q4 		$3K Buy
+39
New +$3.16K ﹤0.01% 755

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 $3.38T AUM 44.17% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tyler-Stone Wealth Management's HES Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Hess (HES) in Q3 2024, closing a stake of 82 shares — an estimated $12.1K sold.

Tyler-Stone Wealth Management first reported a position in HES in Q4 2021 and held it in 10 quarters. The position peaked at $13K in Q3 2023. 815 funds tracked by Wall St. Rank hold HES as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Hess position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 82 Hess shares in Q3 2024, an estimated $12.1K.
  • Tyler-Stone Wealth Management first reported a position in Hess in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Hess position peaked at $13K in Q3 2023.
  • 815 funds tracked by Wall St. Rank held Hess as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.