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

BigSur 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	-500	Closed	-$74K	–	123
2023 Q3	$74K	Buy	+500	New	+$71.6K	0.04%	107
2020 Q1	–	Sell	-2,500	Closed	-$237K	–	123
2019 Q4	$237K	Hold	2,500	–	–	0.13%	98
2019 Q3	$224K	Hold	2,500	–	–	0.15%	93
2019 Q2	$272K	Buy	+2,500	New	+$289K	0.19%	85

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

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

BigSur Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2023, closing a stake of 500 shares — an estimated $74K sold.

BigSur Wealth Management first reported a position in XOP in Q2 2019 and held it in 4 quarters. The position peaked at $272K in Q2 2019. 394 funds tracked by Wall St. Rank hold XOP as of Q4 2023.

BigSur 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.
BigSur Wealth Management sold 500 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $74K.
BigSur Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2019 and held it in 4 quarters.
BigSur Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $272K in Q2 2019.
394 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on BigSur Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.