HWA
EOG icon

Heartwood Wealth Advisors’s EOG Resources EOG Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-33
Closed -$3.7K – 331
2025
Q3 		$3.7K Buy
+33
New +$3.94K ﹤0.01% 439

Other funds holding EOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heartwood Wealth Advisors's EOG Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of EOG Resources (EOG) in Q4 2025, closing a stake of 33 shares — an estimated $3.7K sold.

Heartwood Wealth Advisors first reported a position in EOG in Q3 2025 and held it in 1 quarter. The position peaked at $3.7K in Q3 2025. 1,515 funds tracked by Wall St. Rank hold EOG as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining EOG Resources position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 33 EOG Resources shares in Q4 2025, an estimated $3.7K.
  • Heartwood Wealth Advisors first reported a position in EOG Resources in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's EOG Resources position peaked at $3.7K in Q3 2025.
  • 1,515 funds tracked by Wall St. Rank held EOG Resources as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.