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

Blue Bell 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
2023 Q2	–	Sell	-58	Closed	-$7.4K	–	696
2023 Q1	$7.4K	Hold	58	–	–	﹤0.01%	416
2022 Q4	$7.88K	Hold	58	–	–	﹤0.01%	401
2022 Q3	$7K	Hold	58	–	–	﹤0.01%	429
2022 Q2	$7K	Hold	58	–	–	﹤0.01%	461
2022 Q1	$8K	Hold	58	–	–	﹤0.01%	475
2021 Q4	$6K	Buy	+58	New	+$5.94K	﹤0.01%	518
2017 Q1	–	Sell	-35	Closed	-$6K	–	262
2016 Q4	$6K	Sell	35 -48	-58%	-$7.53K	﹤0.01%	216
2016 Q3	$13K	Hold	83	–	–	0.01%	341
2016 Q2	$12K	Hold	83	–	–	0.01%	349
2016 Q1	$10K	Sell	83 -147	-64%	-$15.9K	0.01%	360
2015 Q4	$28K	Sell	230 -143	-38%	-$20.4K	0.02%	273
2015 Q3	$49K	Hold	373	–	–	0.03%	219
2015 Q2	$70K	Hold	373	–	–	0.04%	179
2015 Q1	$76K	Sell	373 -70	-16%	-$13.6K	0.05%	170
2014 Q4	$84K	Sell	443 -307	-41%	-$68.3K	0.05%	173
2014 Q3	$206K	Hold	750	–	–	0.12%	102
2014 Q2	$247K	Buy	+750	New	+$231K	0.15%	85

Other funds holding XOP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Blue Bell Private Wealth Management's XOP Position: Q2 2023 in Review

Blue Bell Private Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2023, closing a stake of 58 shares — an estimated $7.4K sold.

Blue Bell Private Wealth Management first reported a position in XOP in Q2 2014 and held it in 17 quarters. The position peaked at $247K in Q2 2014. 346 funds tracked by Wall St. Rank hold XOP as of Q2 2023.

Blue Bell Private Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 58 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2023, an estimated $7.4K.
Blue Bell Private Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2014 and held it in 17 quarters.
Blue Bell Private Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $247K in Q2 2014.
346 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.