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Morling Financial Advisors’s Vaalco Energy EGY Stock Holding History

Morling Financial 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
2025
Q1 		– Sell
-66,575
Closed -$291K – 127
2024
Q4 		$291K Buy
66,575
+943
+1% +$5.01K 0.1% 62
2024
Q3 		$377K Buy
+65,632
New +$414K 0.14% 47

Other funds holding EGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FSCM
First Sabrepoint Capital Management Dallas, Texas $304M AUM 71.25% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Morling Financial Advisors's EGY Position: Q1 2025 in Review

Morling Financial Advisors sold out of Vaalco Energy (EGY) in Q1 2025, closing a stake of 66,575 shares — an estimated $291K sold.

Morling Financial Advisors first reported a position in EGY in Q3 2024 and held it in 2 quarters. The position peaked at $377K in Q3 2024. 194 funds tracked by Wall St. Rank hold EGY as of Q1 2025.

  • Morling Financial Advisors reported no remaining Vaalco Energy position as of Q1 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 66,575 Vaalco Energy shares in Q1 2025, an estimated $291K.
  • Morling Financial Advisors first reported a position in Vaalco Energy in Q3 2024 and held it in 2 quarters.
  • Morling Financial Advisors's Vaalco Energy position peaked at $377K in Q3 2024.
  • 194 funds tracked by Wall St. Rank held Vaalco Energy as of Q1 2025.

Based on Morling Financial Advisors's 13F filing for Q1 2025, filed 6 May 2025.