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Beaumont Financial Advisors’s EOG Resources EOG Stock Holding History

Beaumont Financial 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
2024
Q3 		– Sell
-2,331
Closed -$293K – 361
2024
Q2 		$293K Sell
2,331
-165
-7% -$21.2K 0.02% 281
2024
Q1 		$319K Buy
2,496
+75
+3% +$8.76K 0.03% 264
2023
Q4 		$293K Sell
2,421
-24
-1% -$2.99K 0.03% 269
2023
Q3 		$310K Sell
2,445
-33
-1% -$4.2K 0.03% 238
2023
Q2 		$284K Buy
2,478
+240
+11% +$27.4K 0.03% 271
2023
Q1 		$257K Sell
2,238
-119
-5% -$14.4K 0.03% 271
2022
Q4 		$305K Sell
2,357
-61
-3% -$8.11K 0.03% 254
2022
Q3 		$270K Buy
2,418
+7
+0.3% +$786 0.03% 258
2022
Q2 		$266K Sell
2,411
-516
-18% -$64.1K 0.02% 263
2022
Q1 		$354K Buy
2,927
+68
+2% +$7.58K 0.03% 252
2021
Q4 		$254K Sell
2,859
-555
-16% -$49.8K 0.02% 304
2021
Q3 		$281K Hold
3,414
– – 0.02% 278
2021
Q2 		$281K Hold
3,414
– – 0.02% 302
2021
Q1 		$248K Buy
+3,414
New +$218K 0.02% 304

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Beaumont Financial Advisors's EOG Position: Q3 2024 in Review

Beaumont Financial Advisors sold out of EOG Resources (EOG) in Q3 2024, closing a stake of 2,331 shares — an estimated $293K sold.

Beaumont Financial Advisors first reported a position in EOG in Q1 2021 and held it in 14 quarters. The position peaked at $354K in Q1 2022. 1,471 funds tracked by Wall St. Rank hold EOG as of Q3 2024.

  • Beaumont Financial Advisors reported no remaining EOG Resources position as of Q3 2024 after selling out during the quarter.
  • Beaumont Financial Advisors sold 2,331 EOG Resources shares in Q3 2024, an estimated $293K.
  • Beaumont Financial Advisors first reported a position in EOG Resources in Q1 2021 and held it in 14 quarters.
  • Beaumont Financial Advisors's EOG Resources position peaked at $354K in Q1 2022.
  • 1,471 funds tracked by Wall St. Rank held EOG Resources as of Q3 2024.

Based on Beaumont Financial Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.