TrinityPoint Wealth’s EOG Resources EOG Stock Holding History

TrinityPoint 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
2024 Q4	$743K	Buy	6,065 +475	+8%	+$60.7K	0.1%	184
2024 Q3	$687K	Sell	5,590 -16	-0.3%	-$2.01K	0.1%	194
2024 Q2	$706K	Buy	5,606 +24	+0.4%	+$3.08K	0.11%	177
2024 Q1	$714K	Sell	5,582 -43	-0.8%	-$5.02K	0.12%	167
2023 Q4	$680K	Buy	5,625 +1	+0%	+$124	0.12%	162
2023 Q3	$713K	Buy	5,624 +37	+0.7%	+$4.71K	0.14%	146
2023 Q2	$639K	Buy	5,587 +107	+2%	+$12.2K	0.12%	152
2023 Q1	$628K	Sell	5,480 -14	-0.3%	-$1.7K	0.13%	152
2022 Q4	$712K	Sell	5,494 -1,184	-18%	-$157K	0.16%	138
2022 Q3	$746K	Buy	6,678 +273	+4%	+$30.6K	0.17%	129
2022 Q2	$707K	Sell	6,405 -5	-0.1%	-$621	0.16%	127
2022 Q1	$764K	Buy	+6,410	New	+$714K	0.14%	133

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

TrinityPoint Wealth's EOG Position: Q4 2024 in Review

TrinityPoint Wealth increased its EOG Resources (EOG) stake by 8.5% in Q4 2024, buying an estimated $60.7K and bringing the position to 6,065 shares worth $743K. The position accounts for 0.1% of the portfolio, ranked #184.

TrinityPoint Wealth first reported a position in EOG in Q1 2022 and has held it in 12 quarters since. The position peaked at $764K in Q1 2022. 1,534 funds tracked by Wall St. Rank hold EOG as of Q4 2024.

TrinityPoint Wealth held 6,065 shares of EOG Resources worth $743K as of Q4 2024.
TrinityPoint Wealth bought 475 EOG Resources shares in Q4 2024, an estimated $60.7K.
EOG Resources made up 0.1% of TrinityPoint Wealth's portfolio in Q4 2024, its #184 holding.
TrinityPoint Wealth first reported a position in EOG Resources in Q1 2022 and has held it in 12 quarters since.
TrinityPoint Wealth's EOG Resources position peaked at $764K in Q1 2022.
1,534 funds tracked by Wall St. Rank held EOG Resources as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.