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Sax Wealth Advisors’s EOG Resources EOG Stock Holding History

Sax 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
2026
Q2 		$420K Buy
2,907
+79
+3% +$10.8K 0.02% 379
2026
Q1 		$297K Sell
2,828
-112
-4% -$13.6K 0.01% 389
2025
Q4 		$309K Sell
2,940
-2,298
-44% -$247K 0.01% 386
2025
Q3 		$587K Buy
5,238
+759
+17% +$90.5K 0.03% 252
2025
Q2 		$536K Buy
4,479
+846
+23% +$96.7K 0.03% 247
2025
Q1 		$466K Buy
3,633
+1,301
+56% +$167K 0.03% 231
2024
Q4 		$286K Buy
+2,332
New +$298K 0.02% 273

Other funds holding EOG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Sax Wealth Advisors's EOG Position: Q2 2026 in Review

Sax Wealth Advisors increased its EOG Resources (EOG) stake by 2.8% in Q2 2026, buying an estimated $10.8K and bringing the position to 2,907 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #379.

Sax Wealth Advisors first reported a position in EOG in Q4 2024 and has held it in 7 quarters since. The position peaked at $587K in Q3 2025. 358 funds tracked by Wall St. Rank hold EOG as of Q2 2026.

  • Sax Wealth Advisors held 2,907 shares of EOG Resources worth $420K as of Q2 2026.
  • Sax Wealth Advisors bought 79 EOG Resources shares in Q2 2026, an estimated $10.8K.
  • EOG Resources made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #379 holding.
  • Sax Wealth Advisors first reported a position in EOG Resources in Q4 2024 and has held it in 7 quarters since.
  • Sax Wealth Advisors's EOG Resources position peaked at $587K in Q3 2025.
  • 358 funds tracked by Wall St. Rank held EOG Resources as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.