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Independent Solutions Wealth Management’s EOG Resources EOG Stock Holding History

Independent Solutions Wealth 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
2023
Q2 		– Sell
-1,969
Closed -$226K – 224
2023
Q1 		$226K Sell
1,969
-753
-28% -$91.3K 0.07% 194
2022
Q4 		$353K Sell
2,722
-312
-10% -$41.5K 0.11% 151
2022
Q3 		$339K Buy
3,034
+937
+45% +$105K 0.11% 147
2022
Q2 		$232K Sell
2,097
-48
-2% -$5.96K 0.07% 192
2022
Q1 		$256K Buy
+2,145
New +$239K 0.06% 192

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Solutions Wealth Management's EOG Position: Q2 2023 in Review

Independent Solutions Wealth Management sold out of EOG Resources (EOG) in Q2 2023, closing a stake of 1,969 shares — an estimated $226K sold.

Independent Solutions Wealth Management first reported a position in EOG in Q1 2022 and held it in 5 quarters. The position peaked at $353K in Q4 2022. 1,342 funds tracked by Wall St. Rank hold EOG as of Q2 2023.

  • Independent Solutions Wealth Management reported no remaining EOG Resources position as of Q2 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,969 EOG Resources shares in Q2 2023, an estimated $226K.
  • Independent Solutions Wealth Management first reported a position in EOG Resources in Q1 2022 and held it in 5 quarters.
  • Independent Solutions Wealth Management's EOG Resources position peaked at $353K in Q4 2022.
  • 1,342 funds tracked by Wall St. Rank held EOG Resources as of Q2 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2023, filed 19 Dec 2024.