Caldwell Sutter Capital
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Caldwell Sutter Capital’s Vaalco Energy EGY Stock Holding History

Caldwell Sutter Capital’s Portfolio EGY Stock Details EGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6K Buy
1,060
+11
+1% +$62 ﹤0.01% 689
2026
Q2 		$5.33K Buy
1,049
+13
+1% +$75 ﹤0.01% 678
2026
Q1 		$6.57K Buy
1,036
+10
+1% +$50 ﹤0.01% 610
2025
Q4 		$3.73K Buy
+1,026
New +$3.8K ﹤0.01% 666

Other funds holding EGY

Dimensional Fund Advisors
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Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return
Tieton Capital Management
Tieton Capital Management Yakima, Washington $336M AUM 34.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Caldwell Sutter Capital's EGY Position: Q3 2026 in Review

Caldwell Sutter Capital increased its Vaalco Energy (EGY) stake by 1% in Q3 2026, buying an estimated $62 and bringing the position to 1,060 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Caldwell Sutter Capital first reported a position in EGY in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.57K in Q1 2026. 90 funds tracked by Wall St. Rank hold EGY as of Q3 2026.

  • Caldwell Sutter Capital held 1,060 shares of Vaalco Energy worth $6K as of Q3 2026.
  • Caldwell Sutter Capital bought 11 Vaalco Energy shares in Q3 2026, an estimated $62.
  • Vaalco Energy made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #689 holding.
  • Caldwell Sutter Capital first reported a position in Vaalco Energy in Q4 2025 and has held it in 4 quarters since.
  • Caldwell Sutter Capital's Vaalco Energy position peaked at $6.57K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Vaalco Energy as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.