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
2026
Q1 		$132M Sell
727,100
-443,200
-38% -$66.8M 0.23% 53
2025
Q4 		$148M Sell
1,170,300
-76,500
-6% -$9.91M 0.29% 42
2025
Q3 		$165M Buy
1,246,800
+699,600
+128% +$90.3M 0.31% 36
2025
Q2 		$68.8M Sell
547,200
-208,300
-28% -$25M 0.17% 51
2025
Q1 		$99.5M Buy
755,500
+483,700
+178% +$64.9M 0.26% 41
2024
Q4 		$36M Sell
271,800
-423,300
-61% -$57.9M 0.09% 135
2024
Q3 		$91.4M Buy
695,100
+281,400
+68% +$38.9M 0.28% 45
2024
Q2 		$60.2M Buy
413,700
+208,100
+101% +$31.5M 0.19% 68
2024
Q1 		$31.9M Sell
205,600
-21,900
-10% -$3.03M 0.11% 122
2023
Q4 		$31.1M Sell
227,500
-37,500
-14% -$5.28M 0.09% 148
2023
Q3 		$39.2M Buy
+265,000
New +$38M 0.18% 77
2020
Q2 		– Sell
-297,500
Closed -$9.79M – 1376
2020
Q1 		$9.79M Buy
+297,500
New +$19.7M 0.16% 135
2019
Q3 		– Sell
-201,650
Closed -$22M – 1471
2019
Q2 		$22M Buy
201,650
+200,400
+16,032% +$23.1M 0.16% 142
2019
Q1 		$154K Buy
+1,250
New +$150K ﹤0.01% 1164
2018
Q3 		– Sell
-20,000
Closed -$3.44M – 1353
2018
Q2 		$3.44M Buy
+20,000
New +$3.22M 0.05% 198
2015
Q1 		– Sell
-84,975
Closed -$16.3M – 352
2014
Q4 		$16.3M Buy
+84,975
New +$18.9M 0.23% 82
2014
Q3 		– Sell
-50,900
Closed -$16.8M – 510
2014
Q2 		$16.8M Buy
+50,900
New +$15.6M 0.22% 91
2013
Q3 		– Sell
-10,025
Closed -$2.33M – 575
2013
Q2 		$2.33M Buy
+10,025
New +$2.37M 0.02% 230

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.