CWM
Cadence Wealth Management’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Buy |
25,526
+954
| +4% | +$120K | 2.12% | 10 |
|
|
2025
Q1 | $3.24M | Buy |
24,572
+526
| +2% | +$69.3K | 2.39% | 10 |
|
|
2024
Q4 | $3.18M | Buy |
24,046
+1,180
| +5% | +$156K | 2.11% | 11 |
|
|
2024
Q3 | $3.01M | Buy |
22,866
+332
| +1% | +$43.7K | 2.45% | 7 |
|
|
2024
Q2 | $3.28M | Buy |
22,534
+20,645
| +1,093% | +$3M | 2.29% | 10 |
|
|
2024
Q1 | $293K | Buy |
+1,889
| New | +$293K | 0.3% | 29 |
|