Heritage Wealth Management (Arizona)’s EOG Resources EOG Stock Holding History

Heritage Wealth Management (Arizona)’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	$900K	Sell	7,153 -590	-8%	-$75.7K	0.5%	47
2024 Q1	$990K	Sell	7,743 -212	-3%	-$24.7K	0.5%	45
2023 Q4	$962K	Buy	+7,955	New	+$990K	0.52%	43
2022 Q4	$2.11M	Buy	16,301 +7,804	+92%	+$1.04M	0.3%	57
2022 Q3	$949K	Buy	+8,497	New	+$954K	0.3%	58
2022 Q2	–	Sell	-10	Closed	-$1K	–	1010
2022 Q1	$1K	Buy	+10	New	+$1.11K	﹤0.01%	938
2021 Q3	$1K	Buy	+10	New	+$729	﹤0.01%	849

Other funds holding EOG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EOG Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its EOG Resources (EOG) stake by 7.6% in Q2 2024, selling an estimated $75.7K and leaving 7,153 shares worth $900K. The position accounts for 0.5% of the portfolio, ranked #47.

Heritage Wealth Management (Arizona) first reported a position in EOG in Q3 2021 and has held it in 7 quarters since. The position peaked at $2.11M in Q4 2022. 1,459 funds tracked by Wall St. Rank hold EOG as of Q2 2024.

Heritage Wealth Management (Arizona) held 7,153 shares of EOG Resources worth $900K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 590 EOG Resources shares in Q2 2024, an estimated $75.7K.
EOG Resources made up 0.5% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #47 holding.
Heritage Wealth Management (Arizona) first reported a position in EOG Resources in Q3 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s EOG Resources position peaked at $2.11M in Q4 2022.
1,459 funds tracked by Wall St. Rank held EOG Resources as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.