WWP
HES

WR Wealth Planners’s Hess HES Stock Holding History

WR Wealth Planners’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
Q4 		$10.4K Buy
78
+9
+13% +$1.26K ﹤0.01% 586
2024
Q3 		$9.37K Buy
69
+4
+6% +$556 ﹤0.01% 642
2024
Q2 		$9.59K Buy
65
+17
+35% +$2.61K ﹤0.01% 599
2024
Q1 		$7.33K Buy
+48
New +$6.97K ﹤0.01% 652
2023
Q4 		– Sell
-38
Closed -$5.81K – 471
2023
Q3 		$5.81K Hold
38
– – ﹤0.01% 659
2023
Q2 		$5.17K Hold
38
– – ﹤0.01% 676
2023
Q1 		$5.03K Buy
+38
New +$5.29K ﹤0.01% 678

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Geode Capital Management
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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

WR Wealth Planners's HES Position: Q4 2024 in Review

WR Wealth Planners increased its Hess (HES) stake by 13% in Q4 2024, buying an estimated $1.26K and bringing the position to 78 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

WR Wealth Planners first reported a position in HES in Q1 2023 and has held it in 7 quarters since. 871 funds tracked by Wall St. Rank hold HES as of Q4 2024.

  • WR Wealth Planners held 78 shares of Hess worth $10.4K as of Q4 2024.
  • WR Wealth Planners bought 9 Hess shares in Q4 2024, an estimated $1.26K.
  • Hess made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #586 holding.
  • WR Wealth Planners first reported a position in Hess in Q1 2023 and has held it in 7 quarters since.
  • 871 funds tracked by Wall St. Rank held Hess as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.