WFG
EOG icon

Wills Financial Group’s EOG Resources EOG Stock Holding History

Wills Financial Group’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
Q4 		– Sell
-7,210
Closed -$914K – 60
2023
Q3 		$914K Sell
7,210
-394
-5% -$50.1K 0.49% 43
2023
Q2 		$870K Sell
7,604
-939
-11% -$107K 0.44% 41
2023
Q1 		$979K Buy
8,543
+88
+1% +$10.7K 0.53% 38
2022
Q4 		$1.1M Buy
+8,455
New +$1.12M 0.61% 34
2020
Q1 		– Sell
-4,984
Closed -$417K – 52
2019
Q4 		$417K Sell
4,984
-9,499
-66% -$696K 0.24% 50
2019
Q3 		$1.07M Sell
14,483
-1,406
-9% -$114K 0.69% 40
2019
Q2 		$1.48M Sell
15,889
-63
-0.4% -$5.86K 0.96% 35
2019
Q1 		$1.52M Buy
15,952
+4,196
+36% +$400K 1.03% 32
2018
Q4 		$1.02M Sell
11,756
-375
-3% -$40.2K 0.79% 36
2018
Q3 		$1.55M Hold
12,131
– – 1.02% 33
2018
Q2 		$1.51M Hold
12,131
– – 1.09% 32
2018
Q1 		$1.28M Sell
12,131
-53
-0.4% -$5.71K 0.95% 35
2017
Q4 		$1.31M Sell
12,184
-150
-1% -$15.1K 0.92% 35
2017
Q3 		$1.19M Buy
12,334
+275
+2% +$24.8K 0.88% 38
2017
Q2 		$1.09M Buy
12,059
+626
+5% +$57.6K 0.81% 41
2017
Q1 		$1.11M Hold
11,433
– – 0.85% 37
2016
Q4 		$1.16M Hold
11,433
– – 0.94% 34
2016
Q3 		$1.1M Buy
11,433
+166
+1% +$14.6K 0.97% 34
2016
Q2 		$940K Hold
11,267
– – 0.78% 42
2016
Q1 		$817K Sell
11,267
-49
-0.4% -$3.39K 0.7% 42
2015
Q4 		$801K Buy
11,316
+680
+6% +$55.2K 0.7% 42
2015
Q3 		$774K Sell
10,636
-116
-1% -$9.01K 0.71% 42
2015
Q2 		$941K Buy
10,752
+1,917
+22% +$177K 0.8% 38
2015
Q1 		$810K Buy
8,835
+5,225
+145% +$472K 0.67% 43
2014
Q4 		$332K Buy
+3,610
New +$336K 0.27% 62

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 $3.37T 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wills Financial Group's EOG Position: Q4 2023 in Review

Wills Financial Group sold out of EOG Resources (EOG) in Q4 2023, closing a stake of 7,210 shares — an estimated $914K sold.

Wills Financial Group first reported a position in EOG in Q4 2014 and held it in 25 quarters. The position peaked at $1.55M in Q3 2018. 1,459 funds tracked by Wall St. Rank hold EOG as of Q4 2023.

  • Wills Financial Group reported no remaining EOG Resources position as of Q4 2023 after selling out during the quarter.
  • Wills Financial Group sold 7,210 EOG Resources shares in Q4 2023, an estimated $914K.
  • Wills Financial Group first reported a position in EOG Resources in Q4 2014 and held it in 25 quarters.
  • Wills Financial Group's EOG Resources position peaked at $1.55M in Q3 2018.
  • 1,459 funds tracked by Wall St. Rank held EOG Resources as of Q4 2023.

Based on Wills Financial Group's 13F filing for Q4 2023, filed 15 Feb 2024.