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Centric Wealth Management’s EOG Resources EOG Stock Holding History

Centric 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
Q4 		– Sell
-15,126
Closed -$1.92M – 172
2024
Q3 		$1.92M Buy
+15,126
New +$1.9M 0.51% 64

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Centric Wealth Management's EOG Position: Q4 2024 in Review

Centric Wealth Management sold out of EOG Resources (EOG) in Q4 2024, closing a stake of 15,126 shares — an estimated $1.92M sold.

Centric Wealth Management first reported a position in EOG in Q3 2024 and held it in 1 quarter. The position peaked at $1.92M in Q3 2024. 1,534 funds tracked by Wall St. Rank hold EOG as of Q4 2024.

  • Centric Wealth Management reported no remaining EOG Resources position as of Q4 2024 after selling out during the quarter.
  • Centric Wealth Management sold 15,126 EOG Resources shares in Q4 2024, an estimated $1.92M.
  • Centric Wealth Management first reported a position in EOG Resources in Q3 2024 and held it in 1 quarter.
  • Centric Wealth Management's EOG Resources position peaked at $1.92M in Q3 2024.
  • 1,534 funds tracked by Wall St. Rank held EOG Resources as of Q4 2024.

Based on Centric Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.