Position in EQT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$206,512
-$60,585 QoQ
Shares Held
3,884
-7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#821
of 1,093 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EQT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $14,709,715 across 10 Oil & Gas E&P names. EQT ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
21,051 | $9,212,759 | |
| 2 | COP |
Conocophillips
|
17,385 | $1,807,344 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
17,816 | $865,323 | |
| 4 | DVN |
Devon Energy Corp/De
|
19,857 | $820,491 | |
| 5 | EOG |
Eog Resources Inc
|
4,484 | $581,709 | |
| 6 | SJT |
San Juan Basin Royalty Trust
|
155,450 | $498,994 | |
| 7 | EXE |
EXPAND ENERGY Corp
|
2,670 | $243,477 | |
| 8 | PR |
Permian Resources Corp
|
13,114 | $241,428 |
All Filings in EQT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,512 | 3,884 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $267,097 | 4,197 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $495,853 | 9,251 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $228,932 | 4,206 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $239,811 | 4,112 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $211,262 | 3,954 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||