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Financial Synergies Wealth Advisors’s EOG Resources EOG Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-408
Closed -$52.1K – 182
2024
Q1 		$52.1K Buy
408
+13
+3% +$1.52K 0.01% 127
2023
Q4 		$51.1K Sell
395
-7
-2% -$871 0.01% 94
2023
Q3 		$51K Buy
402
+2
+0.5% +$254 0.01% 113
2023
Q2 		$45.7K Buy
400
+3
+0.8% +$343 0.01% 111
2023
Q1 		$45.5K Buy
397
+2
+0.5% +$242 0.01% 114
2022
Q4 		$51.1K Sell
395
-2,000
-84% -$266K 0.01% 94
2022
Q3 		$268K Buy
2,395
+3
+0.1% +$337 0.05% 60
2022
Q2 		$264K Buy
+2,392
New +$297K 0.04% 60
2022
Q1 		– Sell
-3,786
Closed -$336K – 64
2021
Q4 		$336K Buy
3,786
+762
+25% +$68.4K 0.05% 56
2021
Q3 		$243K Buy
3,024
+622
+26% +$45.3K 0.03% 60
2021
Q2 		$200K Sell
2,402
-420
-15% -$33.2K 0.03% 62
2021
Q1 		$205K Sell
2,822
-1,639
-37% -$105K 0.03% 57
2020
Q4 		$222K Buy
+4,461
New +$194K 0.03% 54

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Synergies Wealth Advisors's EOG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of EOG Resources (EOG) in Q2 2024, closing a stake of 408 shares — an estimated $52.1K sold.

Financial Synergies Wealth Advisors first reported a position in EOG in Q4 2020 and held it in 13 quarters. The position peaked at $336K in Q4 2021. 1,456 funds tracked by Wall St. Rank hold EOG as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining EOG Resources position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 408 EOG Resources shares in Q2 2024, an estimated $52.1K.
  • Financial Synergies Wealth Advisors first reported a position in EOG Resources in Q4 2020 and held it in 13 quarters.
  • Financial Synergies Wealth Advisors's EOG Resources position peaked at $336K in Q4 2021.
  • 1,456 funds tracked by Wall St. Rank held EOG Resources as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.