Position in TPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,018,825
-$85,949 QoQ
Shares Held
2,328
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#452
of 865 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TPL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Evercore Wealth Management, LLC holds $77,786,146 across 3 Oil & Gas E&P names. TPL ranks #3 (1.3% of the industry book) .
All Filings in TPL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,018,825 | 2,328 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,104,774 | 2,328 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $668,647 | 2,328 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $724,504 | 776 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $819,758 | 776 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,028,191 | 776 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,001,999 | 906 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $801,573 | 906 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $665,248 | 906 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $524,129 | 906 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $482,741 | 307 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $550,714 | 302 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $974,210 | 740 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $513,707 | 302 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $661,072 | 282 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $501,178 | 282 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $419,621 | 282 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $381,295 | 282 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $352,181 | 282 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $341,039 | 282 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $451,126 | 282 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $448,219 | 282 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||