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CAL
Capital Analysts LLC’s
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
Stock Holding History
Capital Analysts LLC’s Portfolio
XOP Stock Details
XOP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-45
Closed
-$7K
–
1225
2023
Q3
$7K
Hold
45
–
–
﹤0.01%
943
2023
Q2
$6K
Buy
+45
New
+$5.64K
﹤0.01%
878
2021
Q3
–
Sell
-100
Closed
-$10K
–
1037
2021
Q2
$10K
Buy
100
+65
+186%
+$5.67K
﹤0.01%
754
2021
Q1
$3K
Buy
+35
New
+$2.67K
﹤0.01%
941
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$871B AUM
31.28%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
PF
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$10.5B AUM
49.21%
1-Year Est. Return
Citigroup
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$235B AUM
32.99%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
UBS Group
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$666B AUM
30.12%
1-Year Est. Return
Barclays
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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