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EP Wealth Advisors’s EOG Resources EOG Stock Holding History

EP Wealth Advisors’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
2026
Q1 		$3.37M Sell
23,292
-1,714
-7% -$208K 0.02% 372
2025
Q4 		$2.63M Buy
+25,006
New +$2.69M 0.01% 390
2025
Q2 		$4.13M Buy
34,511
+796
+2% +$91K 0.03% 289
2025
Q1 		$4.32M Buy
33,715
+16,844
+100% +$2.17M 0.03% 239
2024
Q4 		$2.07M Sell
16,871
-866
-5% -$111K 0.02% 354
2024
Q3 		$2.18M Buy
17,737
+11,391
+179% +$1.43M 0.02% 346
2024
Q2 		$799K Sell
6,346
-78
-1% -$10K 0.01% 426
2024
Q1 		$821K Sell
6,424
-115
-2% -$13.4K 0.01% 416
2023
Q4 		$791K Buy
6,539
+669
+11% +$83.3K 0.01% 406
2023
Q3 		$744K Buy
5,870
+4,275
+268% +$544K 0.01% 387
2023
Q2 		$695K Sell
1,595
-18,405
-92% -$2.1M 0.01% 397
2023
Q1 		$940 Buy
20,000
+11,548
+137% +$1.4M ﹤0.01% 629
2022
Q4 		$1.09M Buy
+8,452
New +$1.12M 0.02% 271
2018
Q2 		– Sell
-2,455
Closed -$258K – 198
2018
Q1 		$258K Buy
+2,455
New +$265K 0.02% 174

Other funds holding EOG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EP Wealth Advisors's EOG Position: Q1 2026 in Review

EP Wealth Advisors reduced its EOG Resources (EOG) stake by 6.9% in Q1 2026, selling an estimated $208K and leaving 23,292 shares worth $3.37M. The position accounts for 0.02% of the portfolio, ranked #372.

EP Wealth Advisors first reported a position in EOG in Q1 2018 and has held it in 14 quarters since. The position peaked at $4.32M in Q1 2025. 1,605 funds tracked by Wall St. Rank hold EOG as of Q1 2026.

  • EP Wealth Advisors held 23,292 shares of EOG Resources worth $3.37M as of Q1 2026.
  • EP Wealth Advisors sold 1,714 EOG Resources shares in Q1 2026, an estimated $208K.
  • EOG Resources made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #372 holding.
  • EP Wealth Advisors first reported a position in EOG Resources in Q1 2018 and has held it in 14 quarters since.
  • EP Wealth Advisors's EOG Resources position peaked at $4.32M in Q1 2025.
  • 1,605 funds tracked by Wall St. Rank held EOG Resources as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.