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Larry Mathis Financial Planning’s Ecopetrol EC Stock Holding History

Larry Mathis Financial Planning’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$164K Sell
11,507
-1,186
-9% -$17.2K 0.12% 149
2026
Q1 		$190K Sell
12,693
-339
-3% -$4.29K 0.17% 154
2025
Q4 		$131K Buy
+13,032
New +$124K 0.12% 156

Other funds holding EC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Larry Mathis Financial Planning's EC Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Ecopetrol (EC) stake by 9.3% in Q2 2026, selling an estimated $17.2K and leaving 11,507 shares worth $164K. The position accounts for 0.12% of the portfolio, ranked #149.

Larry Mathis Financial Planning first reported a position in EC in Q4 2025 and has held it in 3 quarters since. The position peaked at $190K in Q1 2026. 164 funds tracked by Wall St. Rank hold EC as of Q2 2026.

  • Larry Mathis Financial Planning held 11,507 shares of Ecopetrol worth $164K as of Q2 2026.
  • Larry Mathis Financial Planning sold 1,186 Ecopetrol shares in Q2 2026, an estimated $17.2K.
  • Ecopetrol made up 0.12% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #149 holding.
  • Larry Mathis Financial Planning first reported a position in Ecopetrol in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Ecopetrol position peaked at $190K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Ecopetrol as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.