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Williams Jones Wealth Management’s EOG Resources EOG Stock Holding History

Williams Jones Wealth Management’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
2026
Q2 		$1.7M Sell
13,130
-2,056
-14% -$280K 0.02% 223
2026
Q1 		$2.2M Sell
15,186
-319
-2% -$38.7K 0.03% 188
2025
Q4 		$1.63M Hold
15,505
– – 0.02% 212
2025
Q3 		$1.74M Sell
15,505
-655
-4% -$78.1K 0.02% 203
2025
Q2 		$1.93M Sell
16,160
-2,350
-13% -$269K 0.02% 193
2025
Q1 		$2.37M Sell
18,510
-300
-2% -$38.6K 0.03% 170
2024
Q4 		$2.31M Sell
18,810
-870
-4% -$111K 0.03% 178
2024
Q3 		$2.42M Sell
19,680
-2,150
-10% -$270K 0.03% 182
2024
Q2 		$2.75M Sell
21,830
-3,630
-14% -$466K 0.03% 170
2024
Q1 		$3.25M Sell
25,460
-5,681
-18% -$663K 0.04% 154
2023
Q4 		$3.77M Sell
31,141
-49,352
-61% -$6.14M 0.05% 141
2023
Q3 		$10.2M Buy
80,493
+2,225
+3% +$283K 0.16% 98
2023
Q2 		$8.96M Sell
78,268
-10,037
-11% -$1.15M 0.13% 103
2023
Q1 		$10.1M Sell
88,305
-10,387
-11% -$1.26M 0.16% 102
2022
Q4 		$12.8M Buy
98,692
+148
+0.2% +$19.7K 0.21% 86
2022
Q3 		$11M Sell
98,544
-7,303
-7% -$820K 0.19% 88
2022
Q2 		$11.7M Sell
105,847
-1,173
-1% -$146K 0.19% 93
2022
Q1 		$12.8M Buy
107,020
+48,650
+83% +$5.42M 0.18% 89
2021
Q4 		$5.18M Buy
58,370
+47,600
+442% +$4.27M 0.06% 141
2021
Q3 		$865K Buy
10,770
+95
+0.9% +$6.92K 0.01% 261
2021
Q2 		$891K Sell
10,675
-80
-0.7% -$6.33K 0.01% 258
2021
Q1 		$780K Hold
10,755
– – 0.01% 266
2020
Q4 		$536K Sell
10,755
-2,770
-20% -$120K 0.01% 280
2020
Q3 		$486K Sell
13,525
-52,525
-80% -$2.36M 0.01% 274
2020
Q2 		$3.35M Sell
66,050
-29,903
-31% -$1.45M 0.07% 130
2020
Q1 		$3.45M Sell
95,953
-173,235
-64% -$11.3M 0.09% 114
2019
Q4 		$22.5M Sell
269,188
-184,613
-41% -$13.5M 0.43% 57
2019
Q3 		$33.7M Buy
+453,801
New +$36.8M 0.69% 46

Other funds holding EOG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Williams Jones Wealth Management's EOG Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its EOG Resources (EOG) stake by 14% in Q2 2026, selling an estimated $280K and leaving 13,130 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #223.

Williams Jones Wealth Management first reported a position in EOG in Q3 2019 and has held it in 28 quarters since. The position peaked at $33.7M in Q3 2019. 1,642 funds tracked by Wall St. Rank hold EOG as of Q2 2026.

  • Williams Jones Wealth Management held 13,130 shares of EOG Resources worth $1.7M as of Q2 2026.
  • Williams Jones Wealth Management sold 2,056 EOG Resources shares in Q2 2026, an estimated $280K.
  • EOG Resources made up 0.02% of Williams Jones Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Williams Jones Wealth Management first reported a position in EOG Resources in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's EOG Resources position peaked at $33.7M in Q3 2019.
  • 1,642 funds tracked by Wall St. Rank held EOG Resources as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.