SVWAG
EOG icon

Sound View Wealth Advisors Group’s EOG Resources EOG Stock Holding History

Sound View Wealth Advisors 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
2025
Q3 		– Sell
-1,754
Closed -$210K – 428
2025
Q2 		$210K Buy
+1,754
New +$200K 0.02% 400

Other funds holding EOG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sound View Wealth Advisors Group's EOG Position: Q3 2025 in Review

Sound View Wealth Advisors Group sold out of EOG Resources (EOG) in Q3 2025, closing a stake of 1,754 shares — an estimated $210K sold.

Sound View Wealth Advisors Group first reported a position in EOG in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 1,519 funds tracked by Wall St. Rank hold EOG as of Q3 2025.

  • Sound View Wealth Advisors Group reported no remaining EOG Resources position as of Q3 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 1,754 EOG Resources shares in Q3 2025, an estimated $210K.
  • Sound View Wealth Advisors Group first reported a position in EOG Resources in Q2 2025 and held it in 1 quarter.
  • Sound View Wealth Advisors Group's EOG Resources position peaked at $210K in Q2 2025.
  • 1,519 funds tracked by Wall St. Rank held EOG Resources as of Q3 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2025, filed 10 Nov 2025.