Position in EQT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$511,016
+$290,122 QoQ
Shares Held
9,611
+176.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#619
of 1,093 holders
Holding Since
Mar 2026
2 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, 2026Circle Wealth Management, LLC holds $1,727,348 across 2 Oil & Gas E&P names. EQT ranks #2 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
11,700 | $1,216,332 | |
| 2 | EQT |
EQT Corp
This page
|
9,611 | $511,016 |
All Filings in EQT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,016 | 9,611 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $220,894 | 3,471 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||