Mark Sheptoff Financial Planning’s EOG Resources EOG Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	–	Sell	-1,400	Closed	-$147K	–	532
2025 Q4	$147K	Hold	1,400	–	–	0.07%	115
2025 Q3	$157K	Hold	1,400	–	–	0.08%	112
2025 Q2	$167K	Hold	1,400	–	–	0.09%	99
2025 Q1	$180K	Hold	1,400	–	–	0.1%	88
2024 Q4	$172K	Hold	1,400	–	–	0.09%	97
2024 Q3	$172K	Hold	1,400	–	–	0.09%	97
2024 Q2	$176K	Hold	1,400	–	–	0.1%	99
2024 Q1	$179K	Hold	1,400	–	–	0.1%	103
2023 Q4	$169K	Hold	1,400	–	–	0.1%	98
2023 Q3	$177K	Hold	1,400	–	–	0.11%	94
2023 Q2	$160K	Hold	1,400	–	–	0.09%	103
2023 Q1	$160K	Hold	1,400	–	–	0.09%	101
2022 Q4	$181K	Hold	1,400	–	–	0.11%	95
2022 Q3	$156K	Hold	1,400	–	–	0.1%	96
2022 Q2	$155K	Hold	1,400	–	–	0.09%	98
2022 Q1	$167K	Sell	1,400 -200	-13%	-$22.3K	0.08%	115
2021 Q4	$142K	Buy	1,600 +200	+14%	+$18K	0.07%	121
2021 Q3	$112K	Hold	1,400	–	–	0.06%	131
2021 Q2	$117K	Hold	1,400	–	–	0.06%	130
2021 Q1	$102K	Hold	1,400	–	–	0.06%	124
2020 Q4	$70K	Hold	1,400	–	–	0.04%	143
2020 Q3	$50K	Hold	1,400	–	–	0.03%	143
2020 Q2	$71K	Hold	1,400	–	–	0.05%	132
2020 Q1	$50K	Hold	1,400	–	–	0.04%	135
2019 Q4	$117K	Hold	1,400	–	–	0.07%	112
2019 Q3	$104K	Hold	1,400	–	–	0.07%	112
2019 Q2	$130K	Hold	1,400	–	–	0.09%	107
2019 Q1	$133K	Hold	1,400	–	–	0.1%	107
2018 Q4	$122K	Hold	1,400	–	–	0.1%	99
2018 Q3	$179K	Hold	1,400	–	–	0.12%	108
2018 Q2	$174K	Hold	1,400	–	–	0.13%	104
2018 Q1	$147K	Hold	1,400	–	–	0.1%	113
2017 Q4	$151K	Hold	1,400	–	–	0.1%	119
2017 Q3	$135K	Hold	1,400	–	–	0.09%	127
2017 Q2	$127K	Sell	1,400 -1	-0.1%	-$92	0.09%	127
2017 Q1	$137K	Buy	1,401 +1	+0.1%	+$100	0.1%	125
2016 Q4	$142K	Hold	1,400	–	–	0.11%	121
2016 Q3	$135K	Hold	1,400	–	–	0.1%	116
2016 Q2	$117K	Sell	1,400 -12	-0.8%	-$961	0.09%	118
2016 Q1	$102K	Hold	1,412	–	–	0.08%	121
2015 Q4	$100K	Hold	1,412	–	–	0.08%	134
2015 Q3	$103K	Hold	1,412	–	–	0.09%	130
2015 Q2	$124K	Buy	1,412 +12	+0.9%	+$1.11K	0.1%	129
2015 Q1	$128K	Hold	1,400	–	–	0.11%	127
2014 Q4	$129K	Hold	1,400	–	–	0.11%	116
2014 Q3	$139K	Hold	1,400	–	–	0.12%	120
2014 Q2	$164K	Hold	1,400	–	–	0.14%	112
2014 Q1	$137K	Buy	+1,400	New	+$125K	0.12%	121

Other funds holding EOG

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mark Sheptoff Financial Planning's EOG Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of EOG Resources (EOG) in Q1 2026, closing a stake of 1,400 shares — an estimated $147K sold.

Mark Sheptoff Financial Planning first reported a position in EOG in Q1 2014 and held it in 48 quarters. The position peaked at $181K in Q4 2022. 1,605 funds tracked by Wall St. Rank hold EOG as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining EOG Resources position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 1,400 EOG Resources shares in Q1 2026, an estimated $147K.
Mark Sheptoff Financial Planning first reported a position in EOG Resources in Q1 2014 and held it in 48 quarters.
Mark Sheptoff Financial Planning's EOG Resources position peaked at $181K in Q4 2022.
1,605 funds tracked by Wall St. Rank held EOG Resources as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.