Appleton Partners’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Appleton Partners’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
2026 Q2	$1.21M	Sell	7,822 -85	-1%	-$14.2K	0.07%	142
2026 Q1	$1.44M	Sell	7,907 -627	-7%	-$94.4K	0.1%	122
2025 Q4	$1.08M	Sell	8,534 -599	-7%	-$77.6K	0.07%	138
2025 Q3	$1.21M	Sell	9,133 -420	-4%	-$54.2K	0.08%	136
2025 Q2	$1.2M	Sell	9,553 -859	-8%	-$103K	0.09%	131
2025 Q1	$1.37M	Sell	10,412 -310	-3%	-$41.6K	0.11%	113
2024 Q4	$1.42M	Sell	10,722 -1,940	-15%	-$265K	0.1%	117
2024 Q3	$1.67M	Sell	12,662 -731	-5%	-$101K	0.12%	111
2024 Q2	$1.95M	Sell	13,393 -1,238	-8%	-$187K	0.15%	105
2024 Q1	$2.27M	Sell	14,631 -1,297	-8%	-$180K	0.18%	105
2023 Q4	$2.18M	Sell	15,928 -1,028	-6%	-$145K	0.18%	106
2023 Q3	$2.51M	Sell	16,956 -1,914	-10%	-$274K	0.22%	95
2023 Q2	$2.43M	Sell	18,870 -5,917	-24%	-$741K	0.21%	97
2023 Q1	$3.16M	Sell	24,787 -241	-1%	-$32K	0.28%	87
2022 Q4	$3.4M	Sell	25,028 -525	-2%	-$76.1K	0.32%	76
2022 Q3	$3.19M	Sell	25,553 -838	-3%	-$111K	0.32%	80
2022 Q2	$3.15M	Buy	26,391 +4,159	+19%	+$584K	0.3%	87
2022 Q1	$2.99M	Buy	22,232 +5,796	+35%	+$667K	0.24%	94
2021 Q4	$1.58M	Buy	16,436 +2,504	+18%	+$257K	0.12%	138
2021 Q3	$1.35M	Buy	13,932 +1,186	+9%	+$101K	0.11%	143
2021 Q2	$1.23M	Buy	12,746 +2,254	+21%	+$197K	0.1%	143
2021 Q1	$853K	Buy	10,492 +3,316	+46%	+$253K	0.08%	158
2020 Q4	$420K	Buy	+7,176	New	+$364K	0.04%	202
2020 Q3	–	Sell	-3,902	Closed	-$204K	–	264
2020 Q2	$204K	Buy	+3,902	New	+$197K	0.02%	248
2020 Q1	–	Sell	-4,660	Closed	-$442K	–	294
2019 Q4	$442K	Buy	4,660 +1,965	+73%	+$170K	0.05%	209
2019 Q3	$241K	Buy	2,695 +271	+11%	+$25.5K	0.03%	256
2019 Q2	$264K	Buy	2,424 +163	+7%	+$18.8K	0.03%	248
2019 Q1	$278K	Buy	+2,261	New	+$272K	0.04%	229

Other funds holding XOP

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return

Appleton Partners's XOP Position: Q2 2026 in Review

Appleton Partners reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 1.1% in Q2 2026, selling an estimated $14.2K and leaving 7,822 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #142.

Appleton Partners first reported a position in XOP in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.4M in Q4 2022. 142 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Appleton Partners held 7,822 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $1.21M as of Q2 2026.
Appleton Partners sold 85 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $14.2K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.07% of Appleton Partners's portfolio in Q2 2026, its #142 holding.
Appleton Partners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2019 and has held it in 28 quarters since.
Appleton Partners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $3.4M in Q4 2022.
142 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.