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JFS Wealth Advisors’s EOG Resources EOG Stock Holding History

JFS 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 		$59.7K Buy
460
+4
+0.9% +$545 ﹤0.01% 513
2026
Q1 		$65.9K Sell
456
-4
-0.9% -$485 ﹤0.01% 466
2025
Q4 		$48.3K Buy
460
+49
+12% +$5.26K ﹤0.01% 527
2025
Q3 		$46.1K Sell
411
-37
-8% -$4.41K ﹤0.01% 521
2025
Q2 		$53.6K Sell
448
-24
-5% -$2.74K ﹤0.01% 459
2025
Q1 		$60.5K Buy
472
+114
+32% +$14.7K ﹤0.01% 440
2024
Q4 		$43.9K Sell
358
-23
-6% -$2.94K ﹤0.01% 489
2024
Q3 		$46.8K Buy
381
+8
+2% +$1K ﹤0.01% 481
2024
Q2 		$47K Sell
373
-91
-20% -$11.7K ﹤0.01% 428
2024
Q1 		$59.3K Buy
464
+87
+23% +$10.2K ﹤0.01% 398
2023
Q4 		$45.6K Buy
377
+29
+8% +$3.61K ﹤0.01% 416
2023
Q3 		$44.1K Hold
348
– – ﹤0.01% 392
2023
Q2 		$39.8K Hold
348
– – ﹤0.01% 402
2023
Q1 		$39.9K Sell
348
-23
-6% -$2.79K ﹤0.01% 401
2022
Q4 		$48.1K Sell
371
-61
-14% -$8.11K ﹤0.01% 369
2022
Q3 		$48K Sell
432
-174
-29% -$19.5K 0.01% 383
2022
Q2 		$67K Buy
606
+143
+31% +$17.8K 0.01% 349
2022
Q1 		$55K Buy
463
+33
+8% +$3.68K 0.01% 407
2021
Q4 		$38K Sell
430
-224
-34% -$20.1K ﹤0.01% 465
2021
Q3 		$52K Buy
+654
New +$47.7K 0.01% 409
2016
Q3 		– Sell
-6,400
Closed -$534K – 493
2016
Q2 		$534K Buy
+6,400
New +$513K 0.15% 89
2015
Q2 		– Sell
-24
Closed -$2K – 511
2015
Q1 		$2K Hold
24
– – ﹤0.01% 460
2014
Q4 		$2K Buy
+24
New +$2.23K ﹤0.01% 478

Other funds holding EOG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

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

JFS Wealth Advisors increased its EOG Resources (EOG) stake by 0.88% in Q2 2026, buying an estimated $545 and bringing the position to 460 shares worth $59.7K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

JFS Wealth Advisors first reported a position in EOG in Q4 2014 and has held it in 23 quarters since. The position peaked at $534K in Q2 2016. 1,631 funds tracked by Wall St. Rank hold EOG as of Q2 2026.

  • JFS Wealth Advisors held 460 shares of EOG Resources worth $59.7K as of Q2 2026.
  • JFS Wealth Advisors bought 4 EOG Resources shares in Q2 2026, an estimated $545.
  • EOG Resources made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #513 holding.
  • JFS Wealth Advisors first reported a position in EOG Resources in Q4 2014 and has held it in 23 quarters since.
  • JFS Wealth Advisors's EOG Resources position peaked at $534K in Q2 2016.
  • 1,631 funds tracked by Wall St. Rank held EOG Resources as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.