Position in EOG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$377,125
-$31,718 QoQ
Shares Held
2,907
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,061
of 1,616 holders
Holding Since
Dec 2024
7 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, 2026SAX WEALTH ADVISORS, LLC holds $1,561,909 across 4 Oil & Gas E&P names. EOG ranks #3 (24.1% of the industry book) .
All Filings in EOG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,125 | 2,907 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $408,843 | 2,828 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $308,729 | 2,940 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $587,284 | 5,238 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $535,733 | 4,479 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $465,895 | 3,633 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $285,856 | 2,332 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||