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

Axxcess Wealth Management’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
2023 Q4	–	Sell	-1,501	Closed	-$222K	–	945
2023 Q3	$222K	Buy	+1,501	New	+$215K	0.01%	698
2023 Q2	–	Sell	-16,738	Closed	-$2.14M	–	692
2023 Q1	$2.14M	Buy	+16,738	New	+$2.22M	0.16%	131

Other funds holding XOP

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Axxcess Wealth Management's XOP Position: Q4 2023 in Review

Axxcess Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2023, closing a stake of 1,501 shares — an estimated $222K sold.

Axxcess Wealth Management first reported a position in XOP in Q1 2023 and held it in 2 quarters. The position peaked at $2.14M in Q1 2023. 394 funds tracked by Wall St. Rank hold XOP as of Q4 2023.

Axxcess Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
Axxcess Wealth Management sold 1,501 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $222K.
Axxcess Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2023 and held it in 2 quarters.
Axxcess Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2.14M in Q1 2023.
394 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.