Stokes Family Office’s Ecopetrol EC Stock Holding History

Stokes Family Office’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 Q1	$456K	Sell	30,425 -139,883	-82%	-$1.77M	0.05%	194
2025 Q4	$1.71M	Sell	170,308 -42,500	-20%	-$405K	0.16%	102
2025 Q3	$1.96M	Hold	212,808	–	–	0.19%	97
2025 Q2	$1.88M	Buy	212,808 +42,819	+25%	+$379K	0.2%	91
2025 Q1	$1.77M	Buy	169,989 +103,325	+155%	+$987K	0.2%	91
2024 Q4	$528K	Buy	66,664 +2,000	+3%	+$16.1K	0.06%	157
2024 Q3	$577K	Sell	64,664 -21,770	-25%	-$220K	0.06%	142
2024 Q2	$967K	Sell	86,434 -18,280	-17%	-$217K	0.11%	118
2024 Q1	$1.24M	Buy	104,714 +10,000	+11%	+$116K	0.15%	104
2023 Q4	$1.13M	Buy	94,714 +17,464	+23%	+$212K	0.15%	103
2023 Q3	$895K	Buy	77,250 +31,500	+69%	+$361K	0.11%	137
2023 Q2	$469K	Buy	+45,750	New	+$462K	0.05%	186

Other funds holding EC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return