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Marshall & Sterling Wealth Advisors’s EOG Resources EOG Stock Holding History

Marshall & Sterling 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
2025
Q2 		– Sell
-48
Closed -$6.16K – 643
2025
Q1 		$6.16K Buy
+48
New +$6.18K ﹤0.01% 426

Other funds holding EOG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's EOG Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of EOG Resources (EOG) in Q2 2025, closing a stake of 48 shares — an estimated $6.16K sold.

Marshall & Sterling Wealth Advisors first reported a position in EOG in Q1 2025 and held it in 1 quarter. The position peaked at $6.16K in Q1 2025. 1,512 funds tracked by Wall St. Rank hold EOG as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining EOG Resources position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 48 EOG Resources shares in Q2 2025, an estimated $6.16K.
  • Marshall & Sterling Wealth Advisors first reported a position in EOG Resources in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's EOG Resources position peaked at $6.16K in Q1 2025.
  • 1,512 funds tracked by Wall St. Rank held EOG Resources as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.