Capstone Investment Advisors
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Capstone Investment Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Capstone Investment Advisors’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
2025
Q4 		– Sell
-835,100
Closed -$110M – 2118
2025
Q3 		$110M Buy
835,100
+499,100
+149% +$64.4M 0.21% 49
2025
Q2 		$42.3M Sell
336,000
-351,000
-51% -$42.1M 0.1% 79
2025
Q1 		$90.5M Buy
687,000
+278,900
+68% +$37.4M 0.24% 45
2024
Q4 		$54M Buy
+408,100
New +$55.8M 0.13% 91
2024
Q3 		– Sell
-413,700
Closed -$60.2M – 2248
2024
Q2 		$60.2M Buy
413,700
+208,100
+101% +$31.5M 0.19% 67
2024
Q1 		$31.9M Sell
205,600
-21,900
-10% -$3.03M 0.11% 121
2023
Q4 		$31.1M Sell
227,500
-37,500
-14% -$5.28M 0.09% 147
2023
Q3 		$39.2M Buy
+265,000
New +$38M 0.18% 76
2021
Q1 		– Sell
-100,000
Closed -$5.85M – 1972
2020
Q4 		$5.85M Buy
+100,000
New +$5.07M 0.02% 547
2020
Q2 		– Sell
-399,100
Closed -$13.1M – 1375
2020
Q1 		$13.1M Buy
399,100
+387,850
+3,448% +$25.7M 0.21% 87
2019
Q4 		$1.07M Buy
+11,250
New +$975K 0.01% 985
2019
Q3 		– Sell
-361,125
Closed -$39.4M – 1470
2019
Q2 		$39.4M Buy
361,125
+276,100
+325% +$31.9M 0.28% 80
2019
Q1 		$10.5M Buy
+85,025
New +$10.2M 0.1% 203
2018
Q2 		– Sell
-9,925
Closed -$1.4M – 737
2018
Q1 		$1.4M Buy
+9,925
New +$1.42M 0.03% 222
2015
Q1 		– Sell
-113,550
Closed -$21.7M – 350
2014
Q4 		$21.7M Buy
+113,550
New +$25.2M 0.31% 61
2013
Q3 		– Sell
-8,350
Closed -$1.94M – 574
2013
Q2 		$1.94M Buy
+8,350
New +$1.98M 0.02% 260

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
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
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capstone Investment Advisors's XOP Position: Q1 2026 in Review

Capstone Investment Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2026, closing a stake of 477,078 shares — an estimated $71.9M sold.

Capstone Investment Advisors first reported a position in XOP in Q2 2014 and held it in 16 quarters. The position peaked at $60.2M in Q4 2025. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

  • Capstone Investment Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 477,078 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $71.9M.
  • Capstone Investment Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2014 and held it in 16 quarters.
  • Capstone Investment Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $60.2M in Q4 2025.
  • 403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.