Congress Wealth Management’s EOG Resources EOG Stock Holding History

Congress 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
2025 Q2	$15.2M	Buy	127,180 +4,336	+4%	+$495K	0.15%	170
2025 Q1	$15.8M	Sell	122,844 -802	-0.6%	-$103K	0.19%	139
2024 Q4	$15.2M	Sell	123,646 -3,621	-3%	-$463K	0.21%	138
2024 Q3	$15.6M	Buy	127,267 +14,546	+13%	+$1.83M	0.21%	144
2024 Q2	$14.2M	Buy	112,721 +6,743	+6%	+$865K	0.23%	128
2024 Q1	$13.5M	Buy	105,978 +215	+0.2%	+$25.1K	0.23%	130
2023 Q4	$12.8M	Sell	105,763 -2,331	-2%	-$290K	0.23%	127
2023 Q3	$13.7M	Sell	108,094 -1,724	-2%	-$219K	0.28%	89
2023 Q2	$12.6M	Buy	109,818 +120	+0.1%	+$13.7K	0.29%	99
2023 Q1	$12.6M	Buy	109,698 +1,360	+1%	+$165K	0.3%	87
2022 Q4	$14M	Sell	108,338 -53	-0%	-$7.05K	0.36%	65
2022 Q3	$12.1M	Buy	108,391 +2,004	+2%	+$225K	0.33%	75
2022 Q2	$11.7M	Sell	106,387 -4,751	-4%	-$590K	0.3%	84
2022 Q1	$13.3M	Buy	111,138 +1,199	+1%	+$134K	0.29%	92
2021 Q4	$9.77M	Buy	+109,939	New	+$9.87M	0.2%	154

Other funds holding EOG

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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 Minneapolis, Minnesota $431B 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