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Synergy Financial Group’s EOG Resources EOG Stock Holding History

Synergy Financial 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
2026
Q2 		– Sell
-1,605
Closed -$232K – 123
2026
Q1 		$232K Sell
1,605
-545
-25% -$66.1K 0.17% 112
2025
Q4 		$226K Sell
2,150
-193
-8% -$20.7K 0.16% 106
2025
Q3 		$263K Hold
2,343
– – 0.18% 101
2025
Q2 		$280K Buy
2,343
+35
+2% +$4K 0.21% 90
2025
Q1 		$296K Buy
+2,308
New +$297K 0.27% 78

Other funds holding EOG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Synergy Financial Group's EOG Position: Q2 2026 in Review

Synergy Financial Group sold out of EOG Resources (EOG) in Q2 2026, closing a stake of 1,605 shares — an estimated $232K sold.

Synergy Financial Group first reported a position in EOG in Q1 2025 and held it in 5 quarters. The position peaked at $296K in Q1 2025. 1,637 funds tracked by Wall St. Rank hold EOG as of Q2 2026.

  • Synergy Financial Group reported no remaining EOG Resources position as of Q2 2026 after selling out during the quarter.
  • Synergy Financial Group sold 1,605 EOG Resources shares in Q2 2026, an estimated $232K.
  • Synergy Financial Group first reported a position in EOG Resources in Q1 2025 and held it in 5 quarters.
  • Synergy Financial Group's EOG Resources position peaked at $296K in Q1 2025.
  • 1,637 funds tracked by Wall St. Rank held EOG Resources as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.