Position in EQT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$265,850
-$52,350 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#759
of 1,093 holders
Holding Since
Dec 2022
15 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, 2026Caldwell Trust Co holds $2,103,891 across 6 Oil & Gas E&P names. EQT ranks #4 (12.6% of the industry book) .
All Filings in EQT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,850 | 5,000 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $318,200 | 5,000 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $268,000 | 5,000 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $272,150 | 5,000 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $291,600 | 5,000 | Shares | Defined | 2025-09-22 | |
| 2025-03-31 | $267,150 | 5,000 | Shares | Defined | 2025-09-23 | |
| 2024-12-31 | $230,550 | 5,000 | Shares | Defined | 2025-09-24 | |
| 2024-09-30 | $183,200 | 5,000 | Shares | Defined | 2025-09-24 | |
| 2024-06-30 | $193,220 | 5,225 | Shares | Defined | 2025-09-24 | |
| 2024-03-31 | $193,690 | 5,225 | Shares | Defined | 2025-09-24 | |
| 2023-12-31 | $201,998 | 5,225 | Shares | Defined | 2025-10-01 | |
| 2023-09-30 | $212,030 | 5,225 | Shares | Defined | 2025-10-01 | |
| 2023-06-30 | $214,904 | 5,225 | Shares | Defined | 2025-10-01 | |
| 2023-03-31 | $166,729 | 5,225 | Shares | Defined | 2025-10-01 | |
| 2022-12-31 | $59,202 | 1,750 | Shares | Defined | 2025-10-01 | |
| No filing history on record for this holder in this stock. | ||||||