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Phoenix Financial’s Equinor EQNR Stock Holding History

Phoenix Financial’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-63,238
Closed -$1.61M – 373
2024
Q3 		$1.61M Sell
63,238
-45,162
-42% -$1.19M 0.02% 196
2024
Q2 		$3.07M Buy
108,400
+35,000
+48% +$976K 0.05% 165
2024
Q1 		$1.98M Hold
73,400
– – 0.03% 189
2023
Q4 		$2.31M Buy
+73,400
New +$2.38M 0.04% 177
2023
Q3 		– Sell
-13,960
Closed -$404K – 337
2023
Q2 		$404K Buy
+13,960
New +$398K 0.01% 251

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial's EQNR Position: Q4 2024 in Review

Phoenix Financial sold out of Equinor (EQNR) in Q4 2024, closing a stake of 63,238 shares — an estimated $1.61M sold.

Phoenix Financial first reported a position in EQNR in Q2 2023 and held it in 5 quarters. The position peaked at $3.07M in Q2 2024. 312 funds tracked by Wall St. Rank hold EQNR as of Q4 2024.

  • Phoenix Financial reported no remaining Equinor position as of Q4 2024 after selling out during the quarter.
  • Phoenix Financial sold 63,238 Equinor shares in Q4 2024, an estimated $1.61M.
  • Phoenix Financial first reported a position in Equinor in Q2 2023 and held it in 5 quarters.
  • Phoenix Financial's Equinor position peaked at $3.07M in Q2 2024.
  • 312 funds tracked by Wall St. Rank held Equinor as of Q4 2024.

Based on Phoenix Financial's 13F filing for Q4 2024, filed 13 Feb 2025.