LIGHTHOUSE FINANCIAL SERVICES INC /ADV EOG EOG RES INC

Ownership history in LIGHTHOUSE FINANCIAL SERVICES INC /ADV  ·  3 quarters on record

AI Ownership Summary

LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported EOG RES INC (EOG) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.52% in 2026 Q1. The latest visible filing shows EOG at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LIGHTHOUSE FINANCIAL SERVICES INC /ADV's position in EOG RES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EOG was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LIGHTHOUSE FINANCIAL SERVICES INC /ADV held EOG — position size vs. price
% of Fund (quarterly)    EOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 17,183 +5 +0.0% 0.46% $2.2M 2026-07-16 $137.44
2026 Q1 ADDED 17,178 +5,699 +49.6% 0.52% $2.3M 2026-04-15 $130.40
2025 Q4 INITIATED 11,479 0.28% $1.2M 2026-02-03 $108.77

FAQ About LIGHTHOUSE FINANCIAL SERVICES INC /ADV and EOG

These are the practical questions this page is built to answer before you even open the full history table.

How long has LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported owning EOG?

LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported EOG across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported EOG position in LIGHTHOUSE FINANCIAL SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for EOG was 0.52% in 2026 Q1.

What is the latest reported EOG position on this page?

The most recent filing on this page is 2026 Q2, when LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported 17,183 shares, equal to 0.46% of portfolio, with an estimated market value of $2.2M.

What does the chart on this EOG ownership page compare?

The chart compares LIGHTHOUSE FINANCIAL SERVICES INC /ADV's quarterly EOG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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