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EverSource Wealth Advisors’s EOG Resources EOG Stock Holding History

EverSource 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
Q2 		$1.1M Sell
8,443
-3,510
-29% -$478K 0.04% 335
2026
Q1 		$1.73M Buy
11,953
+4,561
+62% +$554K 0.05% 247
2025
Q4 		$776K Sell
7,392
-1,057
-13% -$114K 0.03% 401
2025
Q3 		$947K Sell
8,449
-501
-6% -$59.7K 0.04% 321
2025
Q2 		$1.07M Buy
8,950
+2,349
+36% +$268K 0.05% 261
2025
Q1 		$847K Buy
6,601
+411
+7% +$52.9K 0.05% 276
2024
Q4 		$759K Buy
6,190
+76
+1% +$9.71K 0.04% 289
2024
Q3 		$752K Buy
6,114
+36
+0.6% +$4.52K 0.05% 264
2024
Q2 		$771K Buy
6,078
+125
+2% +$16K 0.05% 248
2024
Q1 		$787K Sell
5,953
-296
-5% -$34.6K 0.06% 212
2023
Q4 		$756K Sell
6,249
-1,262
-17% -$157K 0.07% 194
2023
Q3 		$952K Sell
7,511
-669
-8% -$85.1K 0.1% 159
2023
Q2 		$936K Sell
8,180
-214
-3% -$24.4K 0.1% 164
2023
Q1 		$962K Sell
8,394
-747
-8% -$90.6K 0.12% 147
2022
Q4 		$1.18M Sell
9,141
-2,750
-23% -$366K 0.18% 104
2022
Q3 		$1.33M Buy
11,891
+4,663
+65% +$523K 0.3% 64
2022
Q2 		$798K Buy
7,228
+1,538
+27% +$191K 0.21% 91
2022
Q1 		$679K Buy
5,690
+2,296
+68% +$256K 0.17% 116
2021
Q4 		$301K Buy
+3,394
New +$305K 0.08% 172

Other funds holding EOG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

EverSource Wealth Advisors's EOG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its EOG Resources (EOG) stake by 29% in Q2 2026, selling an estimated $478K and leaving 8,443 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #335.

EverSource Wealth Advisors first reported a position in EOG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.73M in Q1 2026. 1,631 funds tracked by Wall St. Rank hold EOG as of Q2 2026.

  • EverSource Wealth Advisors held 8,443 shares of EOG Resources worth $1.1M as of Q2 2026.
  • EverSource Wealth Advisors sold 3,510 EOG Resources shares in Q2 2026, an estimated $478K.
  • EOG Resources made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #335 holding.
  • EverSource Wealth Advisors first reported a position in EOG Resources in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's EOG Resources position peaked at $1.73M in Q1 2026.
  • 1,631 funds tracked by Wall St. Rank held EOG Resources as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.