What smart money is saying about Equinor ASA
EQNR
No fund has written a full thesis on Equinor ASA in our archive, but 2 fund letters report a position in it — most recently Guinness Global Energy Fund in August 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Equinor ASA, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- August 2026
“The main index of oil and gas equities, the MSCI World Energy Index (net return), rose by 12.7% (in USD) in July, while the broader equity market, as measured by the MSCI World Index (net return), rose by 0.5%. Within the Fund, the strongest performers were Equinor, Suncor, Repsol, Cenovus and Valero while the weakest performers were Halliburton, Williams Cos, Enbridge, Kinder Morgan and TC Energy Corp.”
Equinor ASA - June 2026
“Mid/large and mid-caps are ENI, Equinor, GALP, Repsol and OMV.”
Equinor ASA
Read the letters behind these Equinor ASA positions
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