Position in EQT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$25,977,320
+$1,049,278 QoQ
Shares Held
488,571
+24.7% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#118
of 1,093 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in EQT Over Time
Shares Held
Position Value (USD)
Derivatives in EQT
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$22,372
PutShares
11,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $201,969,961 across 38 Oil & Gas E&P names. EQT ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
404,273 | $42,028,221 | |
| 2 | DVN |
Devon Energy Corp/De
|
871,011 | $35,990,174 | |
| 3 | EOG |
Eog Resources Inc
|
239,550 | $31,076,821 | |
| 4 | EQT |
EQT Corp
This page
|
488,571 | $25,977,320 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
220,235 | $10,696,813 | |
| 6 | TPL |
Texas Pacific Land Corp
|
23,462 | $10,267,909 | |
| 7 | AR |
ANTERO RESOURCES Corp
|
163,670 | $5,751,363 | |
| 8 | EXE |
EXPAND ENERGY Corp
|
61,929 | $5,647,305 |
All Filings in EQT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,977,320 | 488,571 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $24,928,042 | 391,704 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $35,641,105 | 664,946 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,110,214 | 93,886 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $22,372 | 11,900 | Put | Sole | 2025-07-10 | |
| 2025-06-30 | $6,896,340 | 118,250 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $31,255 | 13,300 | Put | Sole | 2025-04-16 | |
| 2025-03-31 | $4,099,042 | 76,718 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,318,675 | 71,973 | Shares | Sole | 2025-03-17 | |
| 2024-12-31 | $46,550 | 13,300 | Put | Sole | 2025-03-17 | |
| 2024-09-30 | $1,319,736 | 36,019 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,081,406 | 29,243 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,002,150 | 27,034 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,009,103 | 26,102 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $964,830 | 23,776 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||