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9258 Wealth Management’s EOG Resources EOG Stock Holding History

9258 Wealth Management’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$289K Buy
2,352
+561
+31% +$70.5K 0.04% 277
2024
Q2 		$225K Buy
1,791
+165
+10% +$21.2K 0.03% 312
2024
Q1 		$208K Buy
+1,626
New +$190K 0.03% 328
2023
Q4 		– Sell
-1,626
Closed -$206K – 317
2023
Q3 		$206K Buy
+1,626
New +$207K 0.04% 302

Other funds holding EOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

9258 Wealth Management's EOG Position: Q3 2024 in Review

9258 Wealth Management increased its EOG Resources (EOG) stake by 31% in Q3 2024, buying an estimated $70.5K and bringing the position to 2,352 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #277.

9258 Wealth Management first reported a position in EOG in Q3 2023 and has held it in 4 quarters since. 1,468 funds tracked by Wall St. Rank hold EOG as of Q3 2024.

  • 9258 Wealth Management held 2,352 shares of EOG Resources worth $289K as of Q3 2024.
  • 9258 Wealth Management bought 561 EOG Resources shares in Q3 2024, an estimated $70.5K.
  • EOG Resources made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #277 holding.
  • 9258 Wealth Management first reported a position in EOG Resources in Q3 2023 and has held it in 4 quarters since.
  • 1,468 funds tracked by Wall St. Rank held EOG Resources as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.