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

CAPTRUST Financial 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
Q2 		$753K Buy
4,882
+401
+9% +$67.1K ﹤0.01% 1892
2026
Q1 		$815K Buy
4,481
+187
+4% +$28.2K ﹤0.01% 1717
2025
Q4 		$542K Sell
4,294
-8
-0.2% -$1.04K ﹤0.01% 1854
2025
Q3 		$569K Buy
4,302
+67
+2% +$8.65K ﹤0.01% 1732
2025
Q2 		$533K Buy
4,235
+420
+11% +$50.4K ﹤0.01% 1697
2025
Q1 		$502K Sell
3,815
-1,659
-30% -$223K ﹤0.01% 1636
2024
Q4 		$725K Sell
5,474
-288
-5% -$39.4K ﹤0.01% 1411
2024
Q3 		$758K Sell
5,762
-117
-2% -$16.2K ﹤0.01% 1350
2024
Q2 		$855K Sell
5,879
-2,085
-26% -$315K ﹤0.01% 1225
2024
Q1 		$1.23M Sell
7,964
-2,271
-22% -$314K ﹤0.01% 1016
2023
Q4 		$1.4M Sell
10,235
-2,859
-22% -$402K ﹤0.01% 1079
2023
Q3 		$1.94M Sell
13,094
-2,002
-13% -$287K 0.01% 872
2023
Q2 		$1.94M Buy
15,096
+2,403
+19% +$301K 0.01% 837
2023
Q1 		$1.62M Sell
12,693
-14,098
-53% -$1.87M 0.01% 818
2022
Q4 		$3.64M Buy
26,791
+8,755
+49% +$1.27M 0.02% 528
2022
Q3 		$2.25M Buy
18,036
+2,967
+20% +$392K 0.01% 629
2022
Q2 		$1.8M Sell
15,069
-4,744
-24% -$666K 0.01% 624
2022
Q1 		$2.67M Sell
19,813
-942
-5% -$108K 0.02% 524
2021
Q4 		$1.99M Buy
20,755
+20,384
+5,494% +$2.09M 0.01% 566
2021
Q3 		$36K Hold
371
– – ﹤0.01% 2802
2021
Q2 		$36K Hold
371
– – ﹤0.01% 2724
2021
Q1 		$30K Buy
371
+369
+18,450% +$28.2K ﹤0.01% 2759
2020
Q4 		$0 Hold
2
– – ﹤0.01% 3530
2020
Q3 		$0 Hold
2
– – ﹤0.01% 3263
2020
Q2 		$0 Buy
+2
New +$101 ﹤0.01% 2907
2019
Q4 		– Sell
-2
Closed – – 1835
2019
Q3 		$0 Hold
2
– – ﹤0.01% 2028
2019
Q2 		$0 Hold
2
– – ﹤0.01% 2017
2019
Q1 		$0 Sell
2
-251
-99% -$30.2K ﹤0.01% 1898
2018
Q4 		$27K Buy
253
+251
+12,550% +$35.1K ﹤0.01% 929
2018
Q3 		$0 Hold
2
– – ﹤0.01% 1722
2018
Q2 		$0 Hold
2
– – ﹤0.01% 1617
2018
Q1 		$0 Buy
+2
New +$286 ﹤0.01% 1389

Other funds holding XOP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CAPTRUST Financial Advisors's XOP Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 8.9% in Q2 2026, buying an estimated $67.1K and bringing the position to 4,882 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

CAPTRUST Financial Advisors first reported a position in XOP in Q1 2018 and has held it in 32 quarters since. The position peaked at $3.64M in Q4 2022. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

  • CAPTRUST Financial Advisors held 4,882 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $753K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 401 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $67.1K.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1892 holding.
  • CAPTRUST Financial Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2018 and has held it in 32 quarters since.
  • CAPTRUST Financial Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $3.64M in Q4 2022.
  • 388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.