Position in TPL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,104,774
+$436,127 QoQ
Shares Held
2,328
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TPL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Evercore Wealth Management, LLC holds $81,856,446 across 3 Oil & Gas E&P names. TPL ranks #3 (1.3% of the industry book) .
All Filings in TPL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $241,500 | 776 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $273,252 | 776 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $342,729 | 776 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $333,999 | 906 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $267,190 | 906 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $221,749 | 906 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $174,709 | 906 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $53,637 | 307 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $61,190 | 302 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $108,245 | 740 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $57,078 | 302 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $73,452 | 282 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $55,686 | 282 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $46,624 | 282 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $42,366 | 282 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $39,131 | 282 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $37,893 | 282 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $50,125 | 282 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $49,802 | 282 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||