Clearstead Advisors’s Vaalco Energy EGY Stock Holding History

Clearstead Advisors’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 Q2	$173	Buy	+34	New	+$196	﹤0.01%	3238
2026 Q1	–	Sell	-22,171	Closed	-$80.7K	–	2427
2025 Q4	$80.7K	Hold	22,171	–	–	﹤0.01%	1192
2025 Q3	$89.1K	Hold	22,171	–	–	﹤0.01%	1085
2025 Q2	$80K	Buy	+22,171	New	+$77K	﹤0.01%	1135
2024 Q4	–	Sell	-23,745	Closed	-$136K	–	2117
2024 Q3	$136K	Buy	+23,745	New	+$150K	﹤0.01%	956

Other funds holding EGY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

FSCM

First Sabrepoint Capital Management Dallas, Texas $304M AUM 71.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Clearstead Advisors's EGY Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Vaalco Energy (EGY) in Q2 2026: 34 shares worth $173. The stake represents ﹤0.01% of the portfolio and ranks #3238 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EGY as recently as Q4 2025.

Clearstead Advisors first reported a position in EGY in Q3 2024 and has held it in 5 quarters since. The position peaked at $136K in Q3 2024. 177 funds tracked by Wall St. Rank hold EGY as of Q2 2026.

Clearstead Advisors held 34 shares of Vaalco Energy worth $173 as of Q2 2026.
Vaalco Energy was a new Clearstead Advisors position in Q2 2026.
Vaalco Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3238 holding.
Clearstead Advisors first reported a position in Vaalco Energy in Q3 2024 and has held it in 5 quarters since.
Clearstead Advisors's Vaalco Energy position peaked at $136K in Q3 2024.
177 funds tracked by Wall St. Rank held Vaalco Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.