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Source Financial Advisors’s EOG Resources EOG Stock Holding History

Source Financial 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
2024
Q1 		– Sell
-2,432
Closed -$294K – 123
2023
Q4 		$294K Sell
2,432
-79
-3% -$9.84K 0.09% 105
2023
Q3 		$318K Buy
2,511
+35
+1% +$4.45K 0.11% 98
2023
Q2 		$283K Sell
2,476
-18
-0.7% -$2.06K 0.09% 111
2023
Q1 		$286K Sell
2,494
-2,582
-51% -$313K 0.1% 104
2022
Q4 		$657K Buy
5,076
+251
+5% +$33.4K 0.25% 68
2022
Q3 		$539K Sell
4,825
-470
-9% -$52.7K 0.21% 71
2022
Q2 		$585K Sell
5,295
-130
-2% -$16.1K 0.23% 69
2022
Q1 		$646K Buy
5,425
+70
+1% +$7.8K 0.19% 68
2021
Q4 		$476K Buy
+5,355
New +$481K 0.13% 76

Other funds holding EOG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return