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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Synergy Financial Group's EOG Position: Q1 2026 in Review

Synergy Financial Group reduced its EOG Resources (EOG) stake by 25% in Q1 2026, selling an estimated $66.1K and leaving 1,605 shares worth $232K. The position accounts for 0.17% of the portfolio, ranked #112.

Synergy Financial Group first reported a position in EOG in Q1 2025 and has held it in 5 quarters since. The position peaked at $296K in Q1 2025. 1,605 funds tracked by Wall St. Rank hold EOG as of Q1 2026.

  • Synergy Financial Group held 1,605 shares of EOG Resources worth $232K as of Q1 2026.
  • Synergy Financial Group sold 545 EOG Resources shares in Q1 2026, an estimated $66.1K.
  • EOG Resources made up 0.17% of Synergy Financial Group's portfolio in Q1 2026, its #112 holding.
  • Synergy Financial Group first reported a position in EOG Resources in Q1 2025 and has held it in 5 quarters since.
  • Synergy Financial Group's EOG Resources position peaked at $296K in Q1 2025.
  • 1,605 funds tracked by Wall St. Rank held EOG Resources as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.