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WealthPLAN Partners’s EOG Resources EOG Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-264
Closed -$30.2K – 541
2023
Q2 		$30.2K Sell
264
-62
-19% -$7.08K ﹤0.01% 601
2023
Q1 		$37.4K Buy
+326
New +$39.5K ﹤0.01% 609
2016
Q3 		$4.38K Sell
46
-84
-65% -$7.38K ﹤0.01% 744
2016
Q2 		$3.84K Buy
+130
New +$10.4K ﹤0.01% 2071

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WealthPLAN Partners's EOG Position: Q3 2023 in Review

WealthPLAN Partners sold out of EOG Resources (EOG) in Q3 2023, closing a stake of 264 shares — an estimated $30.2K sold.

WealthPLAN Partners first reported a position in EOG in Q2 2016 and held it in 4 quarters. The position peaked at $37.4K in Q1 2023. 1,395 funds tracked by Wall St. Rank hold EOG as of Q3 2023.

  • WealthPLAN Partners reported no remaining EOG Resources position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 264 EOG Resources shares in Q3 2023, an estimated $30.2K.
  • WealthPLAN Partners first reported a position in EOG Resources in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's EOG Resources position peaked at $37.4K in Q1 2023.
  • 1,395 funds tracked by Wall St. Rank held EOG Resources as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.