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Marcum Wealth’s EOG Resources EOG Stock Holding History

Marcum Wealth’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
2025
Q1 		$493K Sell
3,841
-33
-0.9% -$4.25K 0.04% 194
2024
Q4 		$475K Buy
3,874
+185
+5% +$23.6K 0.04% 204
2024
Q3 		$453K Buy
3,689
+356
+11% +$44.7K 0.04% 217
2024
Q2 		$420K Buy
3,333
+15
+0.5% +$1.92K 0.04% 223
2024
Q1 		$424K Buy
3,318
+332
+11% +$38.8K 0.04% 217
2023
Q4 		$361K Buy
2,986
+237
+9% +$29.5K 0.04% 225
2023
Q3 		$348K Sell
2,749
-419
-13% -$53.3K 0.04% 218
2023
Q2 		$363K Sell
3,168
-21
-0.7% -$2.4K 0.04% 215
2023
Q1 		$366K Sell
3,189
-672
-17% -$81.5K 0.05% 218
2022
Q4 		$500K Sell
3,861
-356
-8% -$47.3K 0.07% 168
2022
Q3 		$471K Buy
4,217
+404
+11% +$45.3K 0.07% 160
2022
Q2 		$421K Buy
3,813
+161
+4% +$20K 0.06% 180
2022
Q1 		$435K Buy
3,652
+502
+16% +$55.9K 0.06% 181
2021
Q4 		$280K Buy
+3,150
New +$283K 0.04% 271

Other funds holding EOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marcum Wealth's EOG Position: Q1 2025 in Review

Marcum Wealth reduced its EOG Resources (EOG) stake by 0.85% in Q1 2025, selling an estimated $4.25K and leaving 3,841 shares worth $493K. The position accounts for 0.04% of the portfolio, ranked #194.

Marcum Wealth first reported a position in EOG in Q4 2021 and has held it in 14 quarters since. The position peaked at $500K in Q4 2022. 1,560 funds tracked by Wall St. Rank hold EOG as of Q1 2025.

  • Marcum Wealth held 3,841 shares of EOG Resources worth $493K as of Q1 2025.
  • Marcum Wealth sold 33 EOG Resources shares in Q1 2025, an estimated $4.25K.
  • EOG Resources made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #194 holding.
  • Marcum Wealth first reported a position in EOG Resources in Q4 2021 and has held it in 14 quarters since.
  • Marcum Wealth's EOG Resources position peaked at $500K in Q4 2022.
  • 1,560 funds tracked by Wall St. Rank held EOG Resources as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.