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Madison Wealth Management’s EOG Resources EOG Stock Holding History

Madison 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
Q3 		$2.28M Hold
17,980
– – 0.48% 66
2023
Q2 		$2.06M Hold
17,980
– – 0.42% 73
2023
Q1 		$2.06M Sell
17,980
-18
-0.1% -$2.18K 0.45% 73
2022
Q4 		$2.33M Buy
17,998
+2,879
+19% +$383K 0.53% 61
2022
Q3 		$1.69M Buy
+15,119
New +$1.7M 0.41% 70

Other funds holding EOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Madison Wealth Management's EOG Position: Q3 2023 in Review

Madison Wealth Management held its EOG Resources (EOG) position steady in Q3 2023 at 17,980 shares worth $2.28M. The position accounts for 0.48% of the portfolio, ranked #66.

Madison Wealth Management first reported a position in EOG in Q3 2022 and has held it in 5 quarters since. The position peaked at $2.33M in Q4 2022. 1,395 funds tracked by Wall St. Rank hold EOG as of Q3 2023.

  • Madison Wealth Management held 17,980 shares of EOG Resources worth $2.28M as of Q3 2023.
  • Madison Wealth Management left its EOG Resources share count unchanged in Q3 2023.
  • EOG Resources made up 0.48% of Madison Wealth Management's portfolio in Q3 2023, its #66 holding.
  • Madison Wealth Management first reported a position in EOG Resources in Q3 2022 and has held it in 5 quarters since.
  • Madison Wealth Management's EOG Resources position peaked at $2.33M in Q4 2022.
  • 1,395 funds tracked by Wall St. Rank held EOG Resources as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.