Annex Advisory Services’s EOG Resources EOG Stock Holding History

Annex Advisory Services’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
2023 Q4	–	Sell	-6,243	Closed	-$791K	–	273
2023 Q3	$791K	Hold	6,243	–	–	0.05%	117
2023 Q2	$714K	Sell	6,243 -7,500	-55%	-$856K	0.04%	122
2023 Q1	$1.58M	Sell	13,743 -42	-0.3%	-$5.09K	0.08%	91
2022 Q4	$1.79M	Buy	13,785 +8,641	+168%	+$1.15M	0.1%	95
2022 Q3	$575K	Hold	5,144	–	–	0.04%	139
2022 Q2	$568K	Hold	5,144	–	–	0.04%	147
2022 Q1	$613K	Hold	5,144	–	–	0.04%	144
2021 Q4	$457K	Buy	+5,144	New	+$462K	0.03%	162

Other funds holding EOG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Annex Advisory Services's EOG Position: Q4 2023 in Review

Annex Advisory Services sold out of EOG Resources (EOG) in Q4 2023, closing a stake of 6,243 shares — an estimated $791K sold.

Annex Advisory Services first reported a position in EOG in Q4 2021 and held it in 8 quarters. The position peaked at $1.79M in Q4 2022. 1,457 funds tracked by Wall St. Rank hold EOG as of Q4 2023.

Annex Advisory Services reported no remaining EOG Resources position as of Q4 2023 after selling out during the quarter.
Annex Advisory Services sold 6,243 EOG Resources shares in Q4 2023, an estimated $791K.
Annex Advisory Services first reported a position in EOG Resources in Q4 2021 and held it in 8 quarters.
Annex Advisory Services's EOG Resources position peaked at $1.79M in Q4 2022.
1,457 funds tracked by Wall St. Rank held EOG Resources as of Q4 2023.

Based on Annex Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.