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Oxford Financial Group’s EOG Resources EOG Stock Holding History

Oxford Financial Group’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 		$298K Sell
2,298
-14
-0.6% -$1.91K 0.02% 204
2026
Q1 		$334K Sell
2,312
-7
-0.3% -$850 0.02% 204
2025
Q4 		$244K Buy
2,319
+13
+0.6% +$1.4K 0.01% 210
2025
Q3 		$259K Hold
2,306
– – 0.01% 197
2025
Q2 		$276K Hold
2,306
– – 0.02% 181
2025
Q1 		$296K Hold
2,306
– – 0.02% 176
2024
Q4 		$283K Sell
2,306
-111
-5% -$14.2K 0.02% 210
2024
Q3 		$297K Sell
2,417
-168
-6% -$21.1K 0.02% 201
2024
Q2 		$325K Buy
2,585
+225
+10% +$28.9K 0.02% 206
2024
Q1 		$302K Buy
2,360
+28
+1% +$3.27K 0.02% 179
2023
Q4 		$282K Sell
2,332
-1,108
-32% -$138K 0.02% 190
2023
Q3 		$436K Sell
3,440
-94
-3% -$12K 0.04% 140
2023
Q2 		$404K Buy
3,534
+1,072
+44% +$122K 0.04% 152
2023
Q1 		$282K Sell
2,462
-3
-0.1% -$364 0.03% 158
2022
Q4 		$319K Buy
2,465
+173
+8% +$23K 0.04% 146
2022
Q3 		$256K Sell
2,292
-66
-3% -$7.41K 0.04% 153
2022
Q2 		$260K Buy
2,358
+66
+3% +$8.19K 0.04% 161
2022
Q1 		$273K Hold
2,292
– – 0.03% 165
2021
Q4 		$204K Buy
+2,292
New +$206K 0.02% 194
2021
Q3 		– Sell
-2,687
Closed -$224K – 247
2021
Q2 		$224K Buy
+2,687
New +$213K 0.03% 167

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

Oxford Financial Group's EOG Position: Q2 2026 in Review

Oxford Financial Group reduced its EOG Resources (EOG) stake by 0.61% in Q2 2026, selling an estimated $1.91K and leaving 2,298 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #204.

Oxford Financial Group first reported a position in EOG in Q2 2021 and has held it in 20 quarters since. The position peaked at $436K in Q3 2023. 1,640 funds tracked by Wall St. Rank hold EOG as of Q2 2026.

  • Oxford Financial Group held 2,298 shares of EOG Resources worth $298K as of Q2 2026.
  • Oxford Financial Group sold 14 EOG Resources shares in Q2 2026, an estimated $1.91K.
  • EOG Resources made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #204 holding.
  • Oxford Financial Group first reported a position in EOG Resources in Q2 2021 and has held it in 20 quarters since.
  • Oxford Financial Group's EOG Resources position peaked at $436K in Q3 2023.
  • 1,640 funds tracked by Wall St. Rank held EOG Resources as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.