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Forum Financial Management’s EOG Resources EOG Stock Holding History

Forum Financial 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 		– Sell
-11,601
Closed -$1.22M – 543
2025
Q4 		$1.22M Sell
11,601
-279
-2% -$30K 0.02% 209
2025
Q3 		$1.33M Buy
11,880
+2,073
+21% +$247K 0.02% 188
2025
Q2 		$1.17M Buy
9,807
+1,776
+22% +$203K 0.02% 189
2025
Q1 		$1.03M Sell
8,031
-49
-0.6% -$6.31K 0.02% 201
2024
Q4 		$990K Buy
8,080
+227
+3% +$29K 0.02% 212
2024
Q3 		$965K Sell
7,853
-276
-3% -$34.7K 0.02% 193
2024
Q2 		$1.02M Buy
8,129
+136
+2% +$17.4K 0.02% 176
2024
Q1 		$1.02M Buy
7,993
+171
+2% +$20K 0.02% 189
2023
Q4 		$946K Sell
7,822
-133
-2% -$16.6K 0.02% 174
2023
Q3 		$1.01M Buy
7,955
+33
+0.4% +$4.2K 0.02% 159
2023
Q2 		$907K Buy
7,922
+853
+12% +$97.4K 0.02% 171
2023
Q1 		$810K Buy
7,069
+31
+0.4% +$3.76K 0.02% 169
2022
Q4 		$912K Sell
7,038
-173
-2% -$23K 0.03% 145
2022
Q3 		$806K Hold
7,211
– – 0.04% 135
2022
Q2 		$796K Buy
7,211
+273
+4% +$33.9K 0.04% 145
2022
Q1 		$827K Hold
6,938
– – 0.04% 155
2021
Q4 		$616K Buy
+6,938
New +$623K 0.03% 203

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

Forum Financial Management's EOG Position: Q1 2026 in Review

Forum Financial Management sold out of EOG Resources (EOG) in Q1 2026, closing a stake of 11,601 shares — an estimated $1.22M sold.

Forum Financial Management first reported a position in EOG in Q4 2021 and held it in 17 quarters. The position peaked at $1.33M in Q3 2025. 1,605 funds tracked by Wall St. Rank hold EOG as of Q1 2026.

  • Forum Financial Management reported no remaining EOG Resources position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 11,601 EOG Resources shares in Q1 2026, an estimated $1.22M.
  • Forum Financial Management first reported a position in EOG Resources in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's EOG Resources position peaked at $1.33M in Q3 2025.
  • 1,605 funds tracked by Wall St. Rank held EOG Resources as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.