Position in EOG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,485,538
-$314,792 QoQ
Shares Held
11,451
-8.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#659
of 1,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EOG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $5,091,127 across 14 Oil & Gas E&P names. EOG ranks #1 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
This page
|
11,451 | $1,485,538 | |
| 2 | COP |
Conocophillips
|
10,171 | $1,057,377 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
18,911 | $918,507 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
3,312 | $582,183 | |
| 5 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
12,445 | $491,577 | |
| 6 | APA |
APA Corp
|
7,979 | $259,876 | |
| 7 | DVN |
Devon Energy Corp/De
|
3,526 | $145,694 | |
| 8 | MUR |
Murphy Oil Corp
|
2,504 | $81,530 |
All Filings in EOG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,485,538 | 11,451 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,800,330 | 12,453 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,327,851 | 12,645 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,445,338 | 12,891 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,408,766 | 11,778 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,553,755 | 12,116 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,500,501 | 12,241 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,517,202 | 12,342 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,554,368 | 12,349 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,563,994 | 12,234 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,462,043 | 12,088 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,531,894 | 12,085 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,385,181 | 12,104 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,409,146 | 12,293 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,603,198 | 12,378 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,391,038 | 12,450 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,378,732 | 12,484 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,492,640 | 12,519 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,117,392 | 12,579 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,020,552 | 12,714 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,065,779 | 12,773 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $906,479 | 12,498 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $579,589 | 11,622 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $370,792 | 10,317 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $534,868 | 10,558 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $382,009 | 10,635 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||