Position in EQT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$21,268
-$4,188 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#938
of 1,093 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EQT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $242,187 across 6 Oil & Gas E&P names. EQT ranks #3 (8.8% of the industry book) .
All Filings in EQT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,268 | 400 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $25,456 | 400 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $21,440 | 400 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $21,772 | 400 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $23,328 | 400 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $21,372 | 400 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $18,444 | 400 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $14,656 | 400 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||