Vanguard Personalized Indexing Management’s Hess HES Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.87M Buy
35,182
+5,379
+18% +$745K 0.06% 296
2025
Q1
$4.76M Buy
29,803
+4,162
+16% +$665K 0.07% 249
2024
Q4
$3.41M Sell
25,641
-1,245
-5% -$166K 0.05% 321
2024
Q3
$3.65M Buy
26,886
+2,217
+9% +$301K 0.06% 286
2024
Q2
$3.53M Buy
24,669
+1,389
+6% +$199K 0.07% 257
2024
Q1
$3.55M Buy
23,280
+2,820
+14% +$430K 0.08% 235
2023
Q4
$2.95M Sell
20,460
-6,984
-25% -$1.01M 0.08% 244
2023
Q3
$4.2M Buy
27,444
+711
+3% +$109K 0.13% 140
2023
Q2
$3.63M Buy
26,733
+2,681
+11% +$364K 0.11% 166
2023
Q1
$3.18M Sell
24,052
-112
-0.5% -$14.8K 0.11% 180
2022
Q4
$3.43M Buy
24,164
+2,345
+11% +$333K 0.14% 138
2022
Q3
$2.38M Buy
21,819
+1,613
+8% +$176K 0.11% 189
2022
Q2
$2.14M Buy
20,206
+4,414
+28% +$468K 0.1% 196
2022
Q1
$1.69M Buy
15,792
+2,094
+15% +$224K 0.08% 236
2021
Q4
$1.01M Buy
13,698
+8,865
+183% +$656K 0.06% 380
2021
Q3
$378K Sell
4,833
-722
-13% -$56.5K 0.03% 662
2021
Q2
$485K Buy
5,555
+2,043
+58% +$178K 0.05% 496
2021
Q1
$249K Buy
+3,512
New +$249K 0.04% 584