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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Source Financial Advisors's EOG Position: Q1 2024 in Review

Source Financial Advisors sold out of EOG Resources (EOG) in Q1 2024, closing a stake of 2,432 shares — an estimated $294K sold.

Source Financial Advisors first reported a position in EOG in Q4 2021 and held it in 9 quarters. The position peaked at $657K in Q4 2022. 1,456 funds tracked by Wall St. Rank hold EOG as of Q1 2024.

Source Financial Advisors reported no remaining EOG Resources position as of Q1 2024 after selling out during the quarter.
Source Financial Advisors sold 2,432 EOG Resources shares in Q1 2024, an estimated $294K.
Source Financial Advisors first reported a position in EOG Resources in Q4 2021 and held it in 9 quarters.
Source Financial Advisors's EOG Resources position peaked at $657K in Q4 2022.
1,456 funds tracked by Wall St. Rank held EOG Resources as of Q1 2024.

Based on Source Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.