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CFM Wealth Partners’s EOG Resources EOG Stock Holding History

CFM Wealth Partners’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
Q1 		– Sell
-3,908
Closed -$473K – 155
2023
Q4 		$473K Sell
3,908
-68
-2% -$8.46K 0.11% 117
2023
Q3 		$504K Hold
3,976
– – 0.13% 98
2023
Q2 		$455K Hold
3,976
– – 0.11% 118
2023
Q1 		$456K Hold
3,976
– – 0.12% 112
2022
Q4 		$515K Hold
3,976
– – 0.15% 105
2022
Q3 		$444K Buy
3,976
+317
+9% +$35.6K 0.14% 106
2022
Q2 		$404K Hold
3,659
– – 0.12% 123
2022
Q1 		$436K Buy
+3,659
New +$408K 0.1% 122
2020
Q1 		– Sell
-130
Closed -$11K – 548
2019
Q4 		$11K Buy
+130
New +$9.52K ﹤0.01% 411

Other funds holding EOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

CFM Wealth Partners's EOG Position: Q1 2024 in Review

CFM Wealth Partners sold out of EOG Resources (EOG) in Q1 2024, closing a stake of 3,908 shares — an estimated $473K sold.

CFM Wealth Partners first reported a position in EOG in Q4 2019 and held it in 9 quarters. The position peaked at $515K in Q4 2022. 1,453 funds tracked by Wall St. Rank hold EOG as of Q1 2024.

  • CFM Wealth Partners reported no remaining EOG Resources position as of Q1 2024 after selling out during the quarter.
  • CFM Wealth Partners sold 3,908 EOG Resources shares in Q1 2024, an estimated $473K.
  • CFM Wealth Partners first reported a position in EOG Resources in Q4 2019 and held it in 9 quarters.
  • CFM Wealth Partners's EOG Resources position peaked at $515K in Q4 2022.
  • 1,453 funds tracked by Wall St. Rank held EOG Resources as of Q1 2024.

Based on CFM Wealth Partners's 13F filing for Q1 2024, filed 15 Apr 2024.