EverSource Wealth Advisors’s Vaalco Energy EGY Stock Holding History

EverSource Wealth 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	$2.73K	Sell	537 -112	-17%	-$645	﹤0.01%	3585
2026 Q1	$4.11K	Sell	649 -14	-2%	-$71	﹤0.01%	3350
2025 Q4	$2.41K	Sell	663 -1,915	-74%	-$7.09K	﹤0.01%	3428
2025 Q3	$10.4K	Sell	2,578 -3,386	-57%	-$13.1K	﹤0.01%	2806
2025 Q2	$21.5K	Buy	5,964 +3,787	+174%	+$13.2K	﹤0.01%	2236
2025 Q1	$8.19K	Buy	2,177 +650	+43%	+$2.71K	﹤0.01%	2225
2024 Q4	$6.67K	Buy	1,527 +836	+121%	+$4.44K	﹤0.01%	2208
2024 Q3	$3.97K	Hold	691	–	–	﹤0.01%	2319
2024 Q2	$4.95K	Hold	691	–	–	﹤0.01%	2225
2024 Q1	$4.42K	Hold	691	–	–	﹤0.01%	2101
2023 Q4	$3.1K	Buy	691 +396	+134%	+$1.74K	﹤0.01%	2041
2023 Q3	$1.29K	Hold	295	–	–	﹤0.01%	2128
2023 Q2	$1.11K	Hold	295	–	–	﹤0.01%	2188
2023 Q1	$1.34K	Hold	295	–	–	﹤0.01%	2049
2022 Q4	$1.34K	Hold	295	–	–	﹤0.01%	2022
2022 Q3	$1K	Hold	295	–	–	﹤0.01%	1810
2022 Q2	$2K	Hold	295	–	–	﹤0.01%	1497
2022 Q1	$2K	Hold	295	–	–	﹤0.01%	1514
2021 Q4	$1K	Buy	+295	New	+$979	﹤0.01%	1693

Other funds holding EGY

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

EverSource Wealth Advisors's EGY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vaalco Energy (EGY) stake by 17% in Q2 2026, selling an estimated $645 and leaving 537 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #3585.

EverSource Wealth Advisors first reported a position in EGY in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.5K in Q2 2025. 177 funds tracked by Wall St. Rank hold EGY as of Q2 2026.

EverSource Wealth Advisors held 537 shares of Vaalco Energy worth $2.73K as of Q2 2026.
EverSource Wealth Advisors sold 112 Vaalco Energy shares in Q2 2026, an estimated $645.
Vaalco Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3585 holding.
EverSource Wealth Advisors first reported a position in Vaalco Energy in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Vaalco Energy position peaked at $21.5K in Q2 2025.
177 funds tracked by Wall St. Rank held Vaalco Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.