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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 0.19% 154

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Congress Wealth Management's EOG Position: Q2 2025 in Review

Congress Wealth Management increased its EOG Resources (EOG) stake by 3.5% in Q2 2025, buying an estimated $495K and bringing the position to 127,180 shares worth $15.2M. The position accounts for 0.15% of the portfolio, ranked #170.

Congress Wealth Management first reported a position in EOG in Q4 2021 and has held it in 15 quarters since. The position peaked at $15.8M in Q1 2025. 1,513 funds tracked by Wall St. Rank hold EOG as of Q2 2025.

  • Congress Wealth Management held 127,180 shares of EOG Resources worth $15.2M as of Q2 2025.
  • Congress Wealth Management bought 4,336 EOG Resources shares in Q2 2025, an estimated $495K.
  • EOG Resources made up 0.15% of Congress Wealth Management's portfolio in Q2 2025, its #170 holding.
  • Congress Wealth Management first reported a position in EOG Resources in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's EOG Resources position peaked at $15.8M in Q1 2025.
  • 1,513 funds tracked by Wall St. Rank held EOG Resources as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.