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Schwarz Dygos Wheeler Investment Advisors’s Equinor EQNR Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
2026
Q2 		$356K Sell
11,350
-40
-0.4% -$1.49K 0.07% 127
2026
Q1 		$481K Hold
11,390
– – 0.1% 107
2025
Q4 		$269K Buy
11,390
+30
+0.3% +$707 0.06% 140
2025
Q3 		$277K Hold
11,360
– – 0.06% 140
2025
Q2 		$286K Hold
11,360
– – 0.07% 140
2025
Q1 		$300K Hold
11,360
– – 0.07% 132
2024
Q4 		$269K Hold
11,360
– – 0.07% 136
2024
Q3 		$288K Sell
11,360
-500
-4% -$13.2K 0.07% 127
2024
Q2 		$339K Buy
11,860
+5
+0% +$139 0.09% 111
2024
Q1 		$320K Buy
11,855
+5
+0% +$137 0.09% 116
2023
Q4 		$375K Hold
11,850
– – 0.12% 110
2023
Q3 		$389K Hold
11,850
– – 0.13% 100
2023
Q2 		$346K Buy
11,850
+500
+4% +$14.2K 0.11% 105
2023
Q1 		$323K Hold
11,350
– – 0.12% 101
2022
Q4 		$406K Hold
11,350
– – 0.16% 89
2022
Q3 		$376K Sell
11,350
-2,500
-18% -$90.2K 0.17% 81
2022
Q2 		$481K Hold
13,850
– – 0.19% 72
2022
Q1 		$520K Hold
13,850
– – 0.18% 80
2021
Q4 		$365K Buy
13,850
+700
+5% +$18.5K 0.12% 95
2021
Q3 		$335K Buy
13,150
+1,000
+8% +$21.4K 0.12% 98
2021
Q2 		$258K Hold
12,150
– – 0.09% 114
2021
Q1 		$236K Hold
12,150
– – 0.1% 110
2020
Q4 		$200K Hold
12,150
– – 0.1% 108
2020
Q3 		$171K Buy
+12,150
New +$188K 0.1% 97

Other funds holding EQNR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's EQNR Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Equinor (EQNR) stake by 0.35% in Q2 2026, selling an estimated $1.49K and leaving 11,350 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #127.

Schwarz Dygos Wheeler Investment Advisors first reported a position in EQNR in Q3 2020 and has held it in 24 quarters since. The position peaked at $520K in Q1 2022. 236 funds tracked by Wall St. Rank hold EQNR as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 11,350 shares of Equinor worth $356K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 40 Equinor shares in Q2 2026, an estimated $1.49K.
  • Equinor made up 0.07% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #127 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Equinor in Q3 2020 and has held it in 24 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Equinor position peaked at $520K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held Equinor as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.