Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
2024 Q1	–	Sell	-3,663	Closed	-$502K	–	73
2023 Q4	$502K	Sell	3,663 -1,364	-27%	-$192K	0.47%	40
2023 Q3	$744K	Buy	+5,027	New	+$720K	0.77%	31

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s XOP Position: Q1 2024 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2024, closing a stake of 3,663 shares — an estimated $502K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in XOP in Q3 2023 and held it in 2 quarters. The position peaked at $744K in Q3 2023. 390 funds tracked by Wall St. Rank hold XOP as of Q1 2024.

Capstone Wealth Management Group (Pennsylvania) reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 3,663 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $502K.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2023 and held it in 2 quarters.
Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $744K in Q3 2023.
390 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2024, filed 18 Apr 2024.