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Xcel Wealth Management’s EOG Resources EOG Stock Holding History

Xcel 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
2020
Q1 		– Sell
-3,265
Closed -$273K – 79
2019
Q4 		$273K Sell
3,265
-100
-3% -$7.33K 0.23% 63
2019
Q3 		$249K Hold
3,365
– – 0.23% 65
2019
Q2 		$313K Sell
3,365
-140
-4% -$13K 0.31% 59
2019
Q1 		$333K Hold
3,505
– – 0.34% 57
2018
Q4 		$305K Buy
+3,505
New +$375K 0.37% 52

Other funds holding EOG

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Xcel Wealth Management's EOG Position: Q1 2020 in Review

Xcel Wealth Management sold out of EOG Resources (EOG) in Q1 2020, closing a stake of 3,265 shares — an estimated $273K sold.

Xcel Wealth Management first reported a position in EOG in Q4 2018 and held it in 5 quarters. The position peaked at $333K in Q1 2019. 801 funds tracked by Wall St. Rank hold EOG as of Q1 2020.

  • Xcel Wealth Management reported no remaining EOG Resources position as of Q1 2020 after selling out during the quarter.
  • Xcel Wealth Management sold 3,265 EOG Resources shares in Q1 2020, an estimated $273K.
  • Xcel Wealth Management first reported a position in EOG Resources in Q4 2018 and held it in 5 quarters.
  • Xcel Wealth Management's EOG Resources position peaked at $333K in Q1 2019.
  • 801 funds tracked by Wall St. Rank held EOG Resources as of Q1 2020.

Based on Xcel Wealth Management's 13F filing for Q1 2020, filed 7 Apr 2020.