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UBP Investment Advisors’s EOG Resources EOG Stock Holding History

UBP Investment 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
2022
Q3 		$370K Hold
3,283
– – 0.19% 71
2022
Q2 		$360K Buy
+3,283
New +$408K 0.14% 82
2021
Q2 		– Sell
-10,013
Closed -$730K – 119
2021
Q1 		$730K Buy
10,013
+5,717
+133% +$365K 0.3% 64
2020
Q4 		$214K Buy
+4,296
New +$187K 0.11% 74

Other funds holding EOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBP Investment Advisors's EOG Position: Q3 2022 in Review

UBP Investment Advisors held its EOG Resources (EOG) position steady in Q3 2022 at 3,283 shares worth $370K. The position accounts for 0.19% of the portfolio, ranked #71.

UBP Investment Advisors first reported a position in EOG in Q4 2020 and has held it in 4 quarters since. The position peaked at $730K in Q1 2021. 1,262 funds tracked by Wall St. Rank hold EOG as of Q3 2022.

  • UBP Investment Advisors held 3,283 shares of EOG Resources worth $370K as of Q3 2022.
  • UBP Investment Advisors left its EOG Resources share count unchanged in Q3 2022.
  • EOG Resources made up 0.19% of UBP Investment Advisors's portfolio in Q3 2022, its #71 holding.
  • UBP Investment Advisors first reported a position in EOG Resources in Q4 2020 and has held it in 4 quarters since.
  • UBP Investment Advisors's EOG Resources position peaked at $730K in Q1 2021.
  • 1,262 funds tracked by Wall St. Rank held EOG Resources as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.