Acorn Wealth Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Acorn Wealth Advisors’s Portfolio XOP Stock Details XOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,295	Closed	-$1.21M	–	231
2024 Q2	$1.21M	Sell	8,295 -700	-8%	-$106K	0.6%	38
2024 Q1	$1.39M	Sell	8,995 -9,301	-51%	-$1.29M	0.73%	36
2023 Q4	$2.5M	Sell	18,296 -1,156	-6%	-$163K	1.48%	14
2023 Q3	$2.88M	Buy	19,452 +314	+2%	+$45K	1.91%	11
2023 Q2	$2.47M	Sell	19,138 -2,477	-11%	-$310K	1.68%	12
2023 Q1	$2.76M	Buy	21,615 +29	+0.1%	+$3.85K	2.04%	11
2022 Q4	$2.93M	Buy	21,586 +872	+4%	+$126K	2.25%	9
2022 Q3	$2.58M	Buy	20,714 +1,312	+7%	+$173K	2.12%	9
2022 Q2	$2.32M	Buy	19,402 +16,328	+531%	+$2.29M	1.83%	11
2022 Q1	$414K	Buy	3,074 +251	+9%	+$28.9K	0.28%	92
2021 Q4	$271K	Buy	2,823 +684	+32%	+$70.1K	0.17%	139
2021 Q3	$207K	Buy	+2,139	New	+$182K	0.14%	164
2018 Q2	–	Sell	-25	Closed	-$4K	–	795
2018 Q1	$4K	Hold	25	–	–	﹤0.01%	665
2017 Q4	$4K	Buy	+25	New	+$3.48K	﹤0.01%	638

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Acorn Wealth Advisors's XOP Position: Q3 2024 in Review

Acorn Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2024, closing a stake of 8,295 shares — an estimated $1.21M sold.

Acorn Wealth Advisors first reported a position in XOP in Q4 2017 and held it in 14 quarters. The position peaked at $2.93M in Q4 2022. 367 funds tracked by Wall St. Rank hold XOP as of Q3 2024.

Acorn Wealth Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2024 after selling out during the quarter.
Acorn Wealth Advisors sold 8,295 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2024, an estimated $1.21M.
Acorn Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2017 and held it in 14 quarters.
Acorn Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2.93M in Q4 2022.
367 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2024.

Based on Acorn Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.