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IVC Wealth Advisors’s EOG Resources EOG Stock Holding History

IVC 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
2026
Q2 		$674K Sell
5,194
-131
-2% -$17.8K 0.26% 71
2026
Q1 		$770K Sell
5,325
-76
-1% -$9.22K 0.33% 56
2025
Q4 		$567K Sell
5,401
-151
-3% -$16.2K 0.25% 77
2025
Q3 		$623K Sell
5,552
-57
-1% -$6.8K 0.28% 71
2025
Q2 		$671K Sell
5,609
-164
-3% -$18.7K 0.33% 61
2025
Q1 		$740K Sell
5,773
-392
-6% -$50.4K 0.4% 56
2024
Q4 		$756K Sell
6,165
-1,597
-21% -$204K 0.42% 51
2024
Q3 		$954K Sell
7,762
-461
-6% -$57.9K 0.52% 46
2024
Q2 		$1.03M Buy
8,223
+95
+1% +$12.2K 0.58% 41
2024
Q1 		$1.04M Buy
8,128
+195
+2% +$22.8K 0.6% 43
2023
Q4 		$959K Buy
7,933
+29
+0.4% +$3.61K 0.6% 44
2023
Q3 		$1M Buy
7,904
+12
+0.2% +$1.53K 0.67% 36
2023
Q2 		$903K Sell
7,892
-6
-0.1% -$685 0.57% 49
2023
Q1 		$905K Buy
7,898
+31
+0.4% +$3.76K 0.64% 45
2022
Q4 		$1.02M Sell
7,867
-753
-9% -$100K 0.75% 35
2022
Q3 		$963K Buy
8,620
+58
+0.7% +$6.51K 0.78% 33
2022
Q2 		$946K Buy
8,562
+15
+0.2% +$1.86K 0.73% 38
2022
Q1 		$1.02M Buy
8,547
+8
+0.1% +$891 0.67% 39
2021
Q4 		$759K Buy
8,539
+5
+0.1% +$449 0.49% 54
2021
Q3 		$685K Sell
8,534
-16
-0.2% -$1.17K 0.47% 55
2021
Q2 		$713K Sell
8,550
-24
-0.3% -$1.9K 0.5% 55
2021
Q1 		$622K Sell
8,574
-140
-2% -$8.93K 0.49% 60
2020
Q4 		$435K Buy
+8,714
New +$379K 0.42% 67

Other funds holding EOG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

IVC Wealth Advisors's EOG Position: Q2 2026 in Review

IVC Wealth Advisors reduced its EOG Resources (EOG) stake by 2.5% in Q2 2026, selling an estimated $17.8K and leaving 5,194 shares worth $674K. The position accounts for 0.26% of the portfolio, ranked #71.

IVC Wealth Advisors first reported a position in EOG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.04M in Q1 2024. 358 funds tracked by Wall St. Rank hold EOG as of Q2 2026.

  • IVC Wealth Advisors held 5,194 shares of EOG Resources worth $674K as of Q2 2026.
  • IVC Wealth Advisors sold 131 EOG Resources shares in Q2 2026, an estimated $17.8K.
  • EOG Resources made up 0.26% of IVC Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • IVC Wealth Advisors first reported a position in EOG Resources in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's EOG Resources position peaked at $1.04M in Q1 2024.
  • 358 funds tracked by Wall St. Rank held EOG Resources as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.