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

BCS Private 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
2026 Q1	$364K	Hold	2,000	–	–	0.11%	136
2025 Q4	$253K	Buy	+2,000	New	+$259K	0.09%	159
2025 Q3	–	Sell	-2,000	Closed	-$252K	–	184
2025 Q2	$252K	Buy	+2,000	New	+$240K	0.09%	145

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

MASUI

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCS Private Wealth Management's XOP Position: Q1 2026 in Review

BCS Private Wealth Management held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q1 2026 at 2,000 shares worth $364K. The position accounts for 0.11% of the portfolio, ranked #136.

BCS Private Wealth Management first reported a position in XOP in Q2 2025 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

BCS Private Wealth Management held 2,000 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $364K as of Q1 2026.
BCS Private Wealth Management left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q1 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.11% of BCS Private Wealth Management's portfolio in Q1 2026, its #136 holding.
BCS Private Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2025 and has held it in 3 quarters since.
403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.