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Engrave Wealth Partners’s EOG Resources EOG Stock Holding History

Engrave 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
2023
Q1 		– Sell
-1,645
Closed -$212K – 72
2022
Q4 		$212K Buy
+1,645
New +$219K 0.07% 66
2020
Q3 		– Sell
-738
Closed -$37K – 174
2020
Q2 		$37K Sell
738
-18
-2% -$872 0.03% 133
2020
Q1 		$27K Sell
756
-15
-2% -$975 0.03% 134
2019
Q4 		$64K Buy
+771
New +$56.5K 0.06% 112

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Engrave Wealth Partners's EOG Position: Q1 2023 in Review

Engrave Wealth Partners sold out of EOG Resources (EOG) in Q1 2023, closing a stake of 1,645 shares — an estimated $212K sold.

Engrave Wealth Partners first reported a position in EOG in Q4 2019 and held it in 4 quarters. The position peaked at $212K in Q4 2022. 1,314 funds tracked by Wall St. Rank hold EOG as of Q1 2023.

  • Engrave Wealth Partners reported no remaining EOG Resources position as of Q1 2023 after selling out during the quarter.
  • Engrave Wealth Partners sold 1,645 EOG Resources shares in Q1 2023, an estimated $212K.
  • Engrave Wealth Partners first reported a position in EOG Resources in Q4 2019 and held it in 4 quarters.
  • Engrave Wealth Partners's EOG Resources position peaked at $212K in Q4 2022.
  • 1,314 funds tracked by Wall St. Rank held EOG Resources as of Q1 2023.

Based on Engrave Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.