Transform Wealth’s EOG Resources EOG Stock Holding History

Transform Wealth’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 Q1	$701K	Sell	5,467 -505	-8%	-$65K	0.04%	152
2024 Q4	$732K	Buy	+5,972	New	+$763K	0.04%	152
2021 Q4	–	Sell	-3,462	Closed	-$278K	–	223
2021 Q3	$278K	Sell	3,462 -39,183	-92%	-$2.86M	0.03%	196
2021 Q2	$3.56M	Buy	+42,645	New	+$3.37M	0.43%	72
2017 Q2	–	Sell	-12,623	Closed	-$1.23M	–	70
2017 Q1	$1.23M	Buy	12,623 +1,270	+11%	+$127K	0.46%	68
2016 Q4	$1.15M	Buy	11,353 +192	+2%	+$18.7K	0.46%	69
2016 Q3	$1.08M	Buy	11,161 +345	+3%	+$30.3K	0.46%	75
2016 Q2	$902K	Buy	+10,816	New	+$866K	0.38%	94

Other funds holding EOG

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Transform Wealth's EOG Position: Q1 2025 in Review

Transform Wealth reduced its EOG Resources (EOG) stake by 8.5% in Q1 2025, selling an estimated $65K and leaving 5,467 shares worth $701K. The position accounts for 0.04% of the portfolio, ranked #152.

Transform Wealth first reported a position in EOG in Q2 2016 and has held it in 8 quarters since. The position peaked at $3.56M in Q2 2021. 1,560 funds tracked by Wall St. Rank hold EOG as of Q1 2025.

Transform Wealth held 5,467 shares of EOG Resources worth $701K as of Q1 2025.
Transform Wealth sold 505 EOG Resources shares in Q1 2025, an estimated $65K.
EOG Resources made up 0.04% of Transform Wealth's portfolio in Q1 2025, its #152 holding.
Transform Wealth first reported a position in EOG Resources in Q2 2016 and has held it in 8 quarters since.
Transform Wealth's EOG Resources position peaked at $3.56M in Q2 2021.
1,560 funds tracked by Wall St. Rank held EOG Resources as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.