WMA
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Wealth Management Associates’s EOG Resources EOG Stock Holding History

Wealth Management Associates’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
Q2 		– Sell
-1,808
Closed -$232K – 221
2025
Q1 		$232K Sell
1,808
-250
-12% -$32.2K 0.1% 185
2024
Q4 		$252K Sell
2,058
-138
-6% -$17.6K 0.11% 174
2024
Q3 		$270K Buy
2,196
+3
+0.1% +$377 0.12% 167
2024
Q2 		$276K Hold
2,193
– – 0.13% 153
2024
Q1 		$276K Sell
2,193
-98
-4% -$11.4K 0.13% 153
2023
Q4 		$277K Buy
2,291
+8
+0.4% +$996 0.15% 149
2023
Q3 		$289K Buy
2,283
+67
+3% +$8.53K 0.17% 133
2023
Q2 		$254K Buy
2,216
+39
+2% +$4.45K 0.14% 151
2023
Q1 		$250K Buy
2,177
+6
+0.3% +$727 0.15% 155
2022
Q4 		$281K Buy
2,171
+346
+19% +$46K 0.19% 133
2022
Q3 		$204K Buy
+1,825
New +$205K 0.14% 163

Other funds holding EOG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return