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Disclosery

Charles Schwab Trust Co: EGY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on EGY, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 1,227,842 EGY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,227,842 shares
    Change vs previous 13F +194,132 shares

    <0.01% of the 13F portfolio, value $6,237,437.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,033,710 shares
    Change vs previous 13F +167,351 shares

    <0.01% of the 13F portfolio, value $6,553,721.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 866,359 shares
    Change vs previous 13F -269 shares

    <0.01% of the 13F portfolio, value $3,153,547.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 866,628 shares
    Change vs previous 13F +22,300 shares

    <0.01% of the 13F portfolio, value $3,483,845.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 844,328 shares
    Change vs previous 13F +10,945 shares

    <0.01% of the 13F portfolio, value $3,048,024.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 833,383 shares
    Change vs previous 13F -92,565 shares

    <0.01% of the 13F portfolio, value $3,133,520.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 925,948 shares
    Change vs previous 13F -36,876 shares

    <0.01% of the 13F portfolio, value $4,046,392.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 962,824 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,526,609.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).