Wealthspire Advisors (New York)’s Hess HES Stock Holding History

Wealthspire Advisors (New York)’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	-1,722	Closed	-$275K	–	860
2025 Q1	$275K	Buy	+1,722	New	+$253K	﹤0.01%	663
2021 Q2	–	Sell	-3,225	Closed	-$228K	–	499
2021 Q1	$228K	Buy	+3,225	New	+$206K	0.01%	635
2019 Q1	–	Sell	-190	Closed	-$8K	–	365
2018 Q4	$8K	Buy	+190	New	+$10.8K	﹤0.01%	557

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

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

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

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Wealthspire Advisors (New York)'s HES Position: Q2 2025 in Review

Wealthspire Advisors (New York) sold out of Hess (HES) in Q2 2025, closing a stake of 1,722 shares — an estimated $275K sold.

Wealthspire Advisors (New York) first reported a position in HES in Q4 2018 and held it in 3 quarters. The position peaked at $275K in Q1 2025. 844 funds tracked by Wall St. Rank hold HES as of Q2 2025.

Wealthspire Advisors (New York) reported no remaining Hess position as of Q2 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,722 Hess shares in Q2 2025, an estimated $275K.
Wealthspire Advisors (New York) first reported a position in Hess in Q4 2018 and held it in 3 quarters.
Wealthspire Advisors (New York)'s Hess position peaked at $275K in Q1 2025.
844 funds tracked by Wall St. Rank held Hess as of Q2 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2025, filed 11 Aug 2025.