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Evercore Wealth Management’s EOG Resources EOG Stock Holding History

Evercore 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
2026
Q1 		$79.4M Sell
549,203
-3,051
-0.6% -$370K 1.25% 24
2025
Q4 		$58M Sell
552,254
-77,118
-12% -$8.28M 0.85% 33
2025
Q3 		$70.6M Sell
629,372
-9,883
-2% -$1.18M 1.04% 30
2025
Q2 		$76.5M Buy
639,255
+21,046
+3% +$2.4M 1.19% 31
2025
Q1 		$79.3M Sell
618,209
-3,815
-0.6% -$491K 1.27% 29
2024
Q4 		$76.2M Buy
622,024
+4,570
+0.7% +$584K 1.14% 33
2024
Q3 		$75.9M Buy
617,454
+8,735
+1% +$1.1M 1.14% 33
2024
Q2 		$76.6M Buy
608,719
+16,490
+3% +$2.12M 1.21% 33
2024
Q1 		$75.7M Buy
592,229
+49,874
+9% +$5.82M 1.19% 34
2023
Q4 		$65.6M Buy
542,355
+34,199
+7% +$4.26M 1.1% 35
2023
Q3 		$64.4M Buy
508,156
+11,163
+2% +$1.42M 1.21% 33
2023
Q2 		$56.9M Buy
496,993
+30,389
+7% +$3.47M 1.04% 37
2023
Q1 		$53.5M Buy
466,604
+55,073
+13% +$6.68M 1.07% 37
2022
Q4 		$53.3M Buy
411,531
+92,742
+29% +$12.3M 1.12% 34
2022
Q3 		$35.6M Buy
318,789
+302,817
+1,896% +$34M 0.8% 41
2022
Q2 		$1.76M Buy
15,972
+20
+0.1% +$2.48K 0.04% 155
2022
Q1 		$1.9M Sell
15,952
-663
-4% -$73.9K 0.03% 167
2021
Q4 		$1.48M Hold
16,615
– – 0.02% 187
2021
Q3 		$1.33M Sell
16,615
-380
-2% -$27.7K 0.02% 193
2021
Q2 		$1.42M Sell
16,995
-3,830
-18% -$303K 0.03% 193
2021
Q1 		$1.51M Sell
20,825
-2,825
-12% -$180K 0.03% 187
2020
Q4 		$1.18M Sell
23,650
-9,120
-28% -$396K 0.03% 197
2020
Q3 		$1.18M Sell
32,770
-1,170
-3% -$52.5K 0.03% 179
2020
Q2 		$1.72M Sell
33,940
-13,245
-28% -$642K 0.05% 154
2020
Q1 		$1.7M Buy
47,185
+2,230
+5% +$145K 0.06% 143
2019
Q4 		$3.77M Sell
44,955
-4,296
-9% -$315K 0.1% 109
2019
Q3 		$3.65M Sell
49,251
-3,282
-6% -$266K 0.11% 108
2019
Q2 		$4.89M Sell
52,533
-2,256
-4% -$210K 0.15% 88
2019
Q1 		$5.21M Buy
54,789
+109
+0.2% +$10.4K 0.17% 87
2018
Q4 		$4.77M Buy
54,680
+2,632
+5% +$282K 0.18% 88
2018
Q3 		$6.64M Sell
52,048
-202
-0.4% -$24.6K 0.21% 75
2018
Q2 		$6.5M Sell
52,250
-973
-2% -$113K 0.22% 76
2018
Q1 		$5.6M Sell
53,223
-1,916
-3% -$207K 0.21% 79
2017
Q4 		$5.95M Buy
55,139
+99
+0.2% +$9.97K 0.22% 76
2017
Q3 		$5.33M Sell
55,040
-2,050
-4% -$185K 0.21% 81
2017
Q2 		$5.17M Sell
57,090
-392
-0.7% -$36.1K 0.2% 84
2017
Q1 		$5.61M Sell
57,482
-2,678
-4% -$267K 0.22% 80
2016
Q4 		$6.08M Sell
60,160
-5,153
-8% -$502K 0.25% 78
2016
Q3 		$6.32M Sell
65,313
-350
-0.5% -$30.7K 0.26% 75
2016
Q2 		$5.48M Sell
65,663
-7,114
-10% -$570K 0.24% 79
2016
Q1 		$5.28M Sell
72,777
-2,117
-3% -$146K 0.23% 82
2015
Q4 		$5.3M Sell
74,894
-377
-0.5% -$30.6K 0.25% 84
2015
Q3 		$5.48M Sell
75,271
-6
-0% -$466 0.26% 84
2015
Q2 		$6.59M Buy
75,277
+577
+0.8% +$53.3K 0.3% 76
2015
Q1 		$6.85M Sell
74,700
-2,801
-4% -$253K 0.31% 75
2014
Q4 		$7.13M Sell
77,501
-762
-1% -$70.9K 0.36% 68
2014
Q3 		$7.75M Sell
78,263
-1,286
-2% -$140K 0.39% 71
2014
Q2 		$9.3M Sell
79,549
-4,665
-6% -$491K 0.48% 64
2014
Q1 		$8.26M Sell
84,214
-2,440
-3% -$217K 0.46% 67
2013
Q4 		$7.27M Sell
86,654
-48,716
-36% -$4.17M 0.4% 74
2013
Q3 		$11.5M Buy
135,370
+1,680
+1% +$130K 0.66% 48
2013
Q2 		$8.8M Buy
+133,690
New +$8.57M 0.5% 62

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

Evercore Wealth Management's EOG Position: Q1 2026 in Review

Evercore Wealth Management reduced its EOG Resources (EOG) stake by 0.55% in Q1 2026, selling an estimated $370K and leaving 549,203 shares worth $79.4M. The position accounts for 1.25% of the portfolio, ranked #24.

Evercore Wealth Management first reported a position in EOG in Q2 2013 and has held it in 52 quarters since. 1,605 funds tracked by Wall St. Rank hold EOG as of Q1 2026.

  • Evercore Wealth Management held 549,203 shares of EOG Resources worth $79.4M as of Q1 2026.
  • Evercore Wealth Management sold 3,051 EOG Resources shares in Q1 2026, an estimated $370K.
  • EOG Resources made up 1.25% of Evercore Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Evercore Wealth Management first reported a position in EOG Resources in Q2 2013 and has held it in 52 quarters since.
  • 1,605 funds tracked by Wall St. Rank held EOG Resources as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.