Equinor ASA - Depositary Receipt (Common Stock)
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SecurityEQNR / Equinor ASA - Depositary Receipt (Common Stock)
InstitutionCreative Planning
Latest Disclosed Ownership230,040 shares
Latest Disclosed Value $ 9,707,692
Creative Planning reports 48.51% increase in ownership of EQNR / Equinor ASA - Depositary Receipt (Common Stock)

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 230,040 shares of Equinor ASA - Depositary Receipt (Common Stock) (US:EQNR) valued at $9,707,688 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 154,898 shares of Equinor ASA - Depositary Receipt (Common Stock). This represents a change in shares of 48.51% during the quarter. The current value of the position is $8,730,018 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F EQUINOR ASA SPONSORED ADR 29446M102 230,040 75,142 48.51 9,708 165.22 0.0066
2026-02-17 2025-12-31 13F EQUINOR ASA SPONSORED ADR 29446M102 154,898 -18,979 -10.92 3,660 -13.66 0.0026
2025-11-14 2025-09-30 13F EQUINOR ASA SPONSORED ADR 29446M102 173,877 24,344 16.28 4,239 12.77 0.0032
2025-08-08 2025-06-30 13F EQUINOR ASA SPONSORED ADR 29446M102 149,533 66,874 80.90 3,759 71.96 0.0032
2025-05-15 2025-03-31 13F EQUINOR ASA SPONSORED ADR 29446M102 82,659 -34,349 -29.36 2,186 -21.11 0.0021
2025-02-14 2024-12-31 13F EQUINOR ASA SPONSORED ADR 29446M102 117,008 49,950 74.49 2,772 63.19 0.0027
2024-10-11 2024-09-30 13F EQUINOR ASA SPONSORED ADR 29446M102 67,058 12,170 22.17 1,699 8.36 0.0017
2024-08-15 2024-06-30 13F EQUINOR ASA SPONSORED ADR 29446M102 54,888 15,419 39.07 1,568 47.00 0.0017
2024-05-13 2024-03-31 13F EQUINOR ASA SPONSORED ADR 29446M102 39,469 -15,720 -28.48 1,067 -38.95 0.0012
2024-02-14 2023-12-31 13F EQUINOR ASA SPONSORED ADR 29446M102 55,189 7,207 15.02 1,746 11.00 0.0032
2023-11-16 2023-09-30 13F EQUINOR ASA SPONSORED ADR 29446M102 47,982 4,971 11.56 1,573 25.24 0.0021
2023-07-21 2023-06-30 13F EQUINOR ASA SPONSORED ADR 29446M102 43,011 11,085 34.72 1,256 38.48 0.0017
2023-05-15 2023-03-31 13F EQUINOR ASA SPONSORED ADR 29446M102 31,926 2,655 9.07 908 -13.45 0.0013
2023-02-10 2022-12-31 13F EQUINOR ASA SPONSORED ADR 29446M102 29,271 -234 -0.79 1,048 7.27 0.0016
2022-11-03 2022-09-30 13F EQUINOR ASA SPONSORED ADR 29446M102 29,505 5,565 23.25 977 17.43 0.0017
2022-08-15 2022-06-30 13F EQUINOR ASA SPONSORED ADR 29446M102 23,940 3,178 15.31 832 6.80 0.0014
2022-05-16 2022-03-31 13F EQUINOR ASA SPONSORED ADR 29446M102 20,762 3,196 18.19 779 68.25 0.0012
2022-02-11 2021-12-31 13F EQUINOR ASA SPONSORED ADR 29446M102 17,566 1,386 8.57 463 12.11 0.0007
2021-11-10 2021-09-30 13F EQUINOR ASA SPONSORED ADR 29446M102 16,180 2,050 14.51 413 37.67 0.0007
2021-08-04 2021-06-30 13F EQUINOR ASA SPONSORED ADR 29446M102 14,130 -10,375 -42.34 300 -37.11 0.0005
2021-04-30 2021-03-31 13F CreativePlanning SPONSORED ADR 29446M102 24,505 -4,224 -14.70 477 1.06 0.0010
2021-01-29 2020-12-31 13F EQUINOR ASA SPONSORED ADR 29446M102 28,729 6,002 26.41 472 47.50 0.0010
2020-11-05 2020-09-30 13F EQUINOR ASA SPONSORED ADR 29446M102 22,727 5,707 33.53 320 30.08 0.0008
2020-07-23 2020-06-30 13F EQUINOR ASA SPONSORED ADR 29446M102 17,020 -404 -2.32 246 16.04 0.0007
2020-05-05 2020-03-31 13F EQUINOR ASA SPONSORED ADR 29446M102 17,424 3,176 22.29 212 -25.35 0.0008
2020-01-30 2019-12-31 13F EQUINOR ASA SPONSORED ADR 29446M102 14,248 273 1.95 284 7.17 0.0009
2019-11-01 2019-09-30 13F EQUINOR ASA SPONSORED ADR 29446M102 13,975 -223 -1.57 265 -5.69 0.0009
2019-07-26 2019-06-30 13F EQUINOR ASA SPONSORED ADR 29446M102 14,198 367 2.65 281 -7.57 0.0009
2019-04-24 2019-03-31 13F EQUINOR ASA SPONSORED ADR 29446M102 13,831 -6,243 -31.10 304 -28.47 0.0011
2019-02-12 2018-12-31 13F/A-1 EQUINOR ASA SPONSORED ADR 29446M102 20,074 1,998 11.05 425 -16.67 0.0017
2019-02-01 2018-12-31 13F EQUINOR ASA SPONSORED ADR 29446M102 20,074 425
2018-10-25 2018-09-30 13F EQUINOR ASA SPONSORED ADR 29446M102 18,076 5,330 41.82 510 51.34 0.0019
2018-07-20 2018-06-30 13F EQUINOR ASA SPONSORED ADR 29446M102 12,746 12,746 337 0.0013
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.