What smart money is saying about EOG Resources Inc
EOG
No fund has written a full thesis on EOG Resources Inc in our archive, but 9 fund letters report a position in it — most recently Guinness Global Energy Fund in August 2026.
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9
Reported positions
0
Bought
1
Sold
10
Letters
Position history
Between Q1 2026 and Q3 2026, 9 fund letters reported a position in EOG Resources Inc — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 6 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 9 positions · 1 move
- August 2026
“Our exploration and production (E&P) holdings (c.19%) give us exposure most directly to rising oil and natural gas prices. We include in this category non-integrated oil sands companies, as this is the GICS approach. The stock here with oil sands exposure is Canadian Natural Resources. The pure E&P stocks have a bias towards the US (EOG, Diamondback and Devon), with one other name (ConocoPhillips) having a mix of US and international production.”
EOG Resources Inc - July 2026
“The pure E&P stocks have a bias towards the US (EOG, Diamondback and Devon), with one other name (ConocoPhillips) having a mix of US and international production.”
EOG Resources Inc - HoldsGuinnessJune 2026
“The pure E&P stocks have a bias towards the US (EOG, Diamondback and Devon), with one other name (ConocoPhillips) having a mix of US and international production.”
EOG Resources Inc - HoldsFindlay Park American FundJune 2026
“The detractors were more mixed, but several reflected two clear themes: a partial reversal in energy and gold after strong first-quarter performance, and rising concern around AI disruption in parts of the “knowledge economy”. EOG Resources and ConocoPhillips, which had been top contributors in 1Q26, gave back some gains as oil prices normalised following disruption in the Strait of Hormuz.”
EOG Resources Inc - June 2026
“Detractors include Albemarle Corp., SLB Ltd., and EOG Resources, Inc.”
EOG Resources Inc - June 2026
“We eliminated the following position(s) during the period: • EOG Resources”
EOG Resources Inc - June 2026
“Our bottom five contributors to return in Q2 were Accenture, EOG Resources, Permian Resources, Comcast and Salesforce.”
EOG Resources Inc - June 2026
“The pure E&P stocks have a bias towards the US (EOG, Diamondback and Devon), with one other name (ConocoPhillips) having a mix of US and international production.”
EOG Resources Inc - March 2026
“The energy companies in the portfolio contributed strongly to performance in the quarter: Canadian Natural Resources Limited (CNQ), ConocoPhillips Company, Diamondback Energy, and EOG Resources, Inc.”
EOG Resources Inc
Also mentioned · 1
These funds discuss EOG Resources Inc — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“Our bottom five contributors to return in Q2 were Accenture, CME Group, Salesforce, Boston Scientific and EOG Resources.”
EOG Resources Inc
Read the letters behind these EOG Resources Inc positions
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