HFO
NOG icon

Heritage Family Offices’s Northern Oil and Gas NOG Stock Holding History

Heritage Family Offices’s Portfolio NOG Stock Details NOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,263
Closed -$220K – 227
2025
Q4 		$220K Buy
10,263
+874
+9% +$19.6K 0.1% 182
2025
Q3 		$233K Buy
9,389
+2,606
+38% +$69.1K 0.11% 170
2025
Q2 		$205K Hold
6,783
– – 0.1% 176
2025
Q1 		$205K Buy
6,783
+222
+3% +$7.61K 0.1% 173
2024
Q4 		$244K Buy
+6,561
New +$257K 0.12% 159
2024
Q3 		– Sell
-5,845
Closed -$217K – 188
2024
Q2 		$217K Buy
+5,845
New +$234K 0.12% 157

Other funds holding NOG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return