Position in EQT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$699,664
-$6,676 QoQ
Shares Held
13,159
+18.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#567
of 1,093 holders
Holding Since
Jun 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EQT Over Time
Shares Held
Position Value (USD)
Derivatives in EQT
reported options exposure · as of Jun 30, 2025CallValue
$23,328
CallShares
400
PutValue
$0
PutShares
0
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, 2026Valeo Financial Advisors, LLC holds $5,707,718 across 7 Oil & Gas E&P names. EQT ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
20,900 | $2,172,764 | |
| 2 | OXY |
Occidental Petroleum Corp /De/
|
21,119 | $1,025,749 | |
| 3 | DVN |
Devon Energy Corp/De
|
22,472 | $928,543 | |
| 4 | EQT |
EQT Corp
This page
|
13,159 | $699,664 | |
| 5 | EOG |
Eog Resources Inc
|
2,652 | $344,043 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
1,728 | $303,747 | |
| 7 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
5,904 | $233,208 |
All Filings in EQT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,664 | 13,159 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $706,340 | 11,099 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $633,176 | 11,813 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $618,161 | 11,357 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $632,072 | 10,838 | Shares | Sole | 2025-09-12 | |
| 2025-06-30 | $23,328 | 400 | Call | Sole | 2025-09-12 | |
| 2025-03-31 | $783,764 | 14,669 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $402,909 | 8,738 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $238,929 | 6,521 | Shares | Sole | 2024-10-10 | |
| 2020-06-30 | $868 | 73 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||