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Compass Planning Associates’s EOG Resources EOG Stock Holding History

Compass Planning Associates’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
Q3 		– Sell
-88
Closed -$10.5K – 58
2025
Q2 		$10.5K Hold
88
– – 0.01% 92
2025
Q1 		$11.3K Hold
88
– – 0.01% 94
2024
Q4 		$10.8K Buy
+88
New +$11.2K 0.01% 95

Other funds holding EOG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Compass Planning Associates's EOG Position: Q3 2025 in Review

Compass Planning Associates sold out of EOG Resources (EOG) in Q3 2025, closing a stake of 88 shares — an estimated $10.5K sold.

Compass Planning Associates first reported a position in EOG in Q4 2024 and held it in 3 quarters. The position peaked at $11.3K in Q1 2025. 1,524 funds tracked by Wall St. Rank hold EOG as of Q3 2025.

  • Compass Planning Associates reported no remaining EOG Resources position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 88 EOG Resources shares in Q3 2025, an estimated $10.5K.
  • Compass Planning Associates first reported a position in EOG Resources in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's EOG Resources position peaked at $11.3K in Q1 2025.
  • 1,524 funds tracked by Wall St. Rank held EOG Resources as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.