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

Ballew 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
2025 Q2	–	Sell	-5,606	Closed	-$603K	–	118
2025 Q1	$603K	Buy	5,606 +527	+10%	+$70.7K	0.4%	59
2024 Q4	$721K	Buy	5,079 +1,272	+33%	+$174K	0.46%	53
2024 Q3	$525K	Buy	+3,807	New	+$526K	0.35%	60
2021 Q4	–	Sell	-3,059	Closed	-$323K	–	137
2021 Q3	$323K	Sell	3,059 -1,079	-26%	-$91.8K	0.24%	81
2021 Q2	$381K	Sell	4,138 -4,138	-50%	-$361K	0.26%	81
2021 Q1	$708K	Buy	8,276 +1,192	+17%	+$91K	0.26%	79
2020 Q4	$474K	Buy	+7,084	New	+$359K	0.37%	58
2020 Q1	–	Sell	-5,000	Closed	-$469K	–	95
2019 Q4	$469K	Buy	+5,000	New	+$433K	0.4%	52
2018 Q4	–	Sell	-30	Closed	-$4K	–	448
2018 Q3	$4K	Buy	+30	New	+$5.05K	﹤0.01%	371

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

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

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

Citigroup New York $235B AUM 32.99% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ballew Advisors's XOP Position: Q2 2025 in Review

Ballew Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2025, closing a stake of 5,606 shares — an estimated $603K sold.

Ballew Advisors first reported a position in XOP in Q3 2018 and held it in 9 quarters. The position peaked at $721K in Q4 2024. 348 funds tracked by Wall St. Rank hold XOP as of Q2 2025.

Ballew Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
Ballew Advisors sold 5,606 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $603K.
Ballew Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2018 and held it in 9 quarters.
Ballew Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $721K in Q4 2024.
348 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Ballew Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.