Institute for Wealth Management’s EOG Resources EOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.8M | Sell |
12,453
-192
| -2% | -$23.3K | 0.19% | 122 |
|
|
2025
Q4 | $1.33M | Sell |
12,645
-246
| -2% | -$26.4K | 0.14% | 155 |
|
|
2025
Q3 | $1.45M | Buy |
12,891
+1,113
| +9% | +$133K | 0.15% | 144 |
|
|
2025
Q2 | $1.41M | Sell |
11,778
-338
| -3% | -$38.6K | 0.16% | 136 |
|
|
2025
Q1 | $1.55M | Sell |
12,116
-125
| -1% | -$16.1K | 0.2% | 115 |
|
|
2024
Q4 | $1.5M | Sell |
12,241
-101
| -0.8% | -$12.9K | 0.19% | 109 |
|
|
2024
Q3 | $1.52M | Sell |
12,342
-7
| -0.1% | -$879 | 0.19% | 118 |
|
|
2024
Q2 | $1.55M | Buy |
12,349
+115
| +0.9% | +$14.8K | 0.21% | 111 |
|
|
2024
Q1 | $1.56M | Buy |
12,234
+146
| +1% | +$17K | 0.2% | 110 |
|
|
2023
Q4 | $1.46M | Buy |
12,088
+3
| +0% | +$373 | 0.24% | 102 |
|
|
2023
Q3 | $1.53M | Sell |
12,085
-19
| -0.2% | -$2.42K | 0.28% | 87 |
|
|
2023
Q2 | $1.39M | Sell |
12,104
-189
| -2% | -$21.6K | 0.23% | 108 |
|
|
2023
Q1 | $1.41M | Sell |
12,293
-85
| -0.7% | -$10.3K | 0.27% | 97 |
|
|
2022
Q4 | $1.6M | Sell |
12,378
-72
| -0.6% | -$9.58K | 0.34% | 75 |
|
|
2022
Q3 | $1.39M | Sell |
12,450
-34
| -0.3% | -$3.82K | 0.31% | 85 |
|
|
2022
Q2 | $1.38M | Sell |
12,484
-35
| -0.3% | -$4.34K | 0.27% | 96 |
|
|
2022
Q1 | $1.49M | Sell |
12,519
-60
| -0.5% | -$6.68K | 0.24% | 108 |
|
|
2021
Q4 | $1.12M | Sell |
12,579
-135
| -1% | -$12.1K | 0.18% | 140 |
|
|
2021
Q3 | $1.02M | Sell |
12,714
-59
| -0.5% | -$4.3K | 0.18% | 141 |
|
|
2021
Q2 | $1.07M | Buy |
12,773
+275
| +2% | +$21.8K | 0.19% | 143 |
|
|
2021
Q1 | $907K | Buy |
12,498
+876
| +8% | +$55.9K | 0.17% | 160 |
|
|
2020
Q4 | $580K | Buy |
11,622
+1,305
| +13% | +$56.7K | 0.12% | 218 |
|
|
2020
Q3 | $371K | Sell |
10,317
-241
| -2% | -$10.8K | 0.08% | 280 |
|
|
2020
Q2 | $535K | Sell |
10,558
-77
| -0.7% | -$3.73K | 0.13% | 217 |
|
|
2020
Q1 | $382K | Sell |
10,635
-908
| -8% | -$59K | 0.12% | 235 |
|
|
2019
Q4 | $967K | Sell |
11,543
-1,248
| -10% | -$91.4K | 0.22% | 126 |
|
|
2019
Q3 | $949K | Sell |
12,791
-226
| -2% | -$18.3K | 0.24% | 123 |
|
|
2019
Q2 | $1.21M | Sell |
13,017
-105
| -0.8% | -$9.77K | 0.27% | 104 |
|
|
2019
Q1 | $1.25M | Sell |
13,122
-100
| -0.8% | -$9.53K | 0.27% | 99 |
|
|
2018
Q4 | $1.15M | Buy |
13,222
+301
| +2% | +$32.2K | 0.47% | 59 |
|
|
2018
Q3 | $1.62M | Sell |
12,921
-96
| -0.7% | -$11.7K | 0.55% | 54 |
|
|
2018
Q2 | $1.61M | Sell |
13,017
-27
| -0.2% | -$3.14K | 0.51% | 60 |
|
|
2018
Q1 | $1.54M | Sell |
13,044
-88
| -0.7% | -$9.49K | 0.45% | 71 |
|
|
2017
Q4 | $1.42M | Sell |
13,132
-358
| -3% | -$36.1K | 0.33% | 91 |
|
|
2017
Q3 | $1.31M | Sell |
13,490
-173
| -1% | -$15.6K | 0.43% | 75 |
|
|
2017
Q2 | $1.24M | Buy |
+13,663
| New | +$1.26M | 0.34% | 80 |
|
Other funds holding EOG
VCM
VPM
Institute for Wealth Management's EOG Position: Q1 2026 in Review
Institute for Wealth Management reduced its EOG Resources (EOG) stake by 1.5% in Q1 2026, selling an estimated $23.3K and leaving 12,453 shares worth $1.8M. The position accounts for 0.19% of the portfolio, ranked #122.
Institute for Wealth Management first reported a position in EOG in Q2 2017 and has held it in 36 quarters since. 1,605 funds tracked by Wall St. Rank hold EOG as of Q1 2026.
- Institute for Wealth Management held 12,453 shares of EOG Resources worth $1.8M as of Q1 2026.
- Institute for Wealth Management sold 192 EOG Resources shares in Q1 2026, an estimated $23.3K.
- EOG Resources made up 0.19% of Institute for Wealth Management's portfolio in Q1 2026, its #122 holding.
- Institute for Wealth Management first reported a position in EOG Resources in Q2 2017 and has held it in 36 quarters since.
- 1,605 funds tracked by Wall St. Rank held EOG Resources as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.