Root Financial Partners
EOG icon

Root Financial Partners’s EOG Resources EOG Stock Holding History

Root Financial Partners’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
Q3 		$246K Sell
1,788
-91
-5% -$13K 0.01% 368
2026
Q2 		$244K Buy
1,879
+551
+41% +$75.1K 0.01% 336
2026
Q1 		$192K Buy
1,328
+357
+37% +$43.3K 0.01% 340
2025
Q4 		$102K Sell
971
-13
-1% -$1.4K 0.01% 464
2025
Q3 		$110K Buy
+984
New +$117K 0.01% 419

Other funds holding EOG

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Root Financial Partners's EOG Position: Q3 2026 in Review

Root Financial Partners reduced its EOG Resources (EOG) stake by 4.8% in Q3 2026, selling an estimated $13K and leaving 1,788 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #368.

Root Financial Partners first reported a position in EOG in Q3 2025 and has held it in 5 quarters since. 1,410 funds tracked by Wall St. Rank hold EOG as of Q3 2026.

  • Root Financial Partners held 1,788 shares of EOG Resources worth $246K as of Q3 2026.
  • Root Financial Partners sold 91 EOG Resources shares in Q3 2026, an estimated $13K.
  • EOG Resources made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #368 holding.
  • Root Financial Partners first reported a position in EOG Resources in Q3 2025 and has held it in 5 quarters since.
  • 1,410 funds tracked by Wall St. Rank held EOG Resources as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.