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Arete Wealth Advisors’s EOG Resources EOG Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-5,285
Closed -$592K – 476
2025
Q3 		$592K Sell
5,285
-2,912
-36% -$347K 0.04% 390
2025
Q2 		$980K Buy
+8,197
New +$937K 0.07% 257
2024
Q3 		– Sell
-6,263
Closed -$787K – 742
2024
Q2 		$787K Buy
+6,263
New +$803K 0.06% 289
2024
Q1 		– Sell
-6,202
Closed -$750K – 472
2023
Q4 		$750K Buy
6,202
+364
+6% +$45.3K 0.06% 310
2023
Q3 		$740K Buy
+5,838
New +$743K 0.13% 173
2017
Q4 		– Sell
-18,789
Closed -$1.82M – 317
2017
Q3 		$1.82M Sell
18,789
-3,088
-14% -$279K 0.72% 36
2017
Q2 		$1.98M Sell
21,877
-36,009
-62% -$3.32M 0.9% 27
2017
Q1 		$5.65M Sell
57,886
-3,136
-5% -$313K 2.46% 6
2016
Q4 		$6.17M Sell
61,022
-13,861
-19% -$1.35M 2.85% 6
2016
Q3 		$7.24M Sell
74,883
-3,376
-4% -$296K 4.15% 4
2016
Q2 		$6.53M Buy
78,259
+72,214
+1,195% +$5.79M 4.11% 6
2016
Q1 		$439K Sell
6,045
-39,647
-87% -$2.74M 0.26% 72
2015
Q4 		$3.23M Buy
+45,692
New +$3.71M 1.96% 14
2014
Q4 		– Sell
-13,246
Closed -$1.31M – 147
2014
Q3 		$1.31M Buy
13,246
+14
+0.1% +$1.52K 0.99% 23
2014
Q2 		$1.55M Buy
13,232
+2,238
+20% +$235K 1.2% 17
2014
Q1 		$1.08M Buy
+10,994
New +$979K 1% 23

Other funds holding EOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arete Wealth Advisors's EOG Position: Q4 2025 in Review

Arete Wealth Advisors sold out of EOG Resources (EOG) in Q4 2025, closing a stake of 5,285 shares — an estimated $592K sold.

Arete Wealth Advisors first reported a position in EOG in Q1 2014 and held it in 16 quarters. The position peaked at $7.24M in Q3 2016. 1,513 funds tracked by Wall St. Rank hold EOG as of Q4 2025.

  • Arete Wealth Advisors reported no remaining EOG Resources position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,285 EOG Resources shares in Q4 2025, an estimated $592K.
  • Arete Wealth Advisors first reported a position in EOG Resources in Q1 2014 and held it in 16 quarters.
  • Arete Wealth Advisors's EOG Resources position peaked at $7.24M in Q3 2016.
  • 1,513 funds tracked by Wall St. Rank held EOG Resources as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.