Carson Wealth (CWM LLC)
EGY icon

Carson Wealth (CWM LLC)’s Vaalco Energy EGY Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$45.4K Buy
7,165
+681
+11% +$3.43K ﹤0.01% 3888
2025
Q4 		$24K Sell
6,484
-1,985
-23% -$7.35K ﹤0.01% 4062
2025
Q3 		$34K Buy
8,469
+4,038
+91% +$15.6K ﹤0.01% 3800
2025
Q2 		$16K Sell
4,431
-5,250
-54% -$18.2K ﹤0.01% 4033
2025
Q1 		$36K Buy
9,681
+6,989
+260% +$29.1K ﹤0.01% 3239
2024
Q4 		$12K Buy
2,692
+2,531
+1,572% +$13.5K ﹤0.01% 3749
2024
Q3 		$1K Sell
161
-2,665
-94% -$16.8K ﹤0.01% 4568
2024
Q2 		$18K Buy
+2,826
New +$18.2K ﹤0.01% 3174

Other funds holding EGY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EGY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Vaalco Energy (EGY) stake by 11% in Q1 2026, buying an estimated $3.43K and bringing the position to 7,165 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3888.

Carson Wealth (CWM LLC) first reported a position in EGY in Q2 2024 and has held it in 8 quarters since. 191 funds tracked by Wall St. Rank hold EGY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,165 shares of Vaalco Energy worth $45.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 681 Vaalco Energy shares in Q1 2026, an estimated $3.43K.
  • Vaalco Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3888 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vaalco Energy in Q2 2024 and has held it in 8 quarters since.
  • 191 funds tracked by Wall St. Rank held Vaalco Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.