AWS
XOP icon

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

AJ Wealth Strategies’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
2021
Q3 		– Sell
-4,000
Closed -$387K – 298
2021
Q2 		$387K Buy
+4,000
New +$349K 0.02% 203

Other funds holding XOP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AJ Wealth Strategies's XOP Position: Q3 2021 in Review

AJ Wealth Strategies sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2021, closing a stake of 4,000 shares — an estimated $387K sold.

AJ Wealth Strategies first reported a position in XOP in Q2 2021 and held it in 1 quarter. The position peaked at $387K in Q2 2021. 287 funds tracked by Wall St. Rank hold XOP as of Q3 2021.

  • AJ Wealth Strategies reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2021 after selling out during the quarter.
  • AJ Wealth Strategies sold 4,000 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2021, an estimated $387K.
  • AJ Wealth Strategies first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2021 and held it in 1 quarter.
  • AJ Wealth Strategies's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $387K in Q2 2021.
  • 287 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2021.

Based on AJ Wealth Strategies's 13F filing for Q3 2021, filed 20 Oct 2021.