Position in EQT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,807
New position
Shares Held
34
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,047
of 1,093 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $5,091,127 across 14 Oil & Gas E&P names. EQT ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
11,451 | $1,485,538 | |
| 2 | COP |
Conocophillips
|
10,171 | $1,057,377 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
18,911 | $918,507 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
3,312 | $582,183 | |
| 5 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
12,445 | $491,577 | |
| 6 | APA |
APA Corp
|
7,979 | $259,876 | |
| 7 | DVN |
Devon Energy Corp/De
|
3,526 | $145,694 | |
| 8 | MUR |
Murphy Oil Corp
|
2,504 | $81,530 |
All Filings in EQT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,807 | 34 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||