Carolinas Wealth Consulting’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-157	Closed	-$20.7K	–	988
2025 Q1	$20.7K	Sell	157 -32	-17%	-$4.29K	﹤0.01%	453
2024 Q4	$25K	Sell	189 -75	-28%	-$10.3K	﹤0.01%	447
2024 Q3	$34.7K	Sell	264 -128	-33%	-$17.7K	0.01%	411
2024 Q2	$56.9K	Buy	392 +2	+0.5%	+$302	0.01%	347
2024 Q1	$60.4K	Buy	390 +2	+0.5%	+$277	0.01%	345
2023 Q4	$53.1K	Buy	388 +2	+0.5%	+$281	0.01%	328
2023 Q3	$56.1K	Buy	386 +26	+7%	+$3.72K	0.01%	301
2023 Q2	$46.3K	Buy	360 +2	+0.6%	+$251	0.01%	358
2023 Q1	$45.7K	Buy	358 +2	+0.6%	+$266	0.01%	378
2022 Q4	$48.4K	Buy	356 +78	+28%	+$11.3K	0.01%	366
2022 Q3	$35K	Buy	278 +99	+55%	+$13.1K	0.01%	376
2022 Q2	$21K	Buy	179 +1	+0.6%	+$140	0.01%	442
2022 Q1	$24K	Buy	178 +1	+0.6%	+$115	0.01%	452
2021 Q4	$17K	Buy	+177	New	+$18.1K	﹤0.01%	532
2021 Q2	–	Sell	-1,400	Closed	-$11K	–	1016
2021 Q1	$11K	Hold	1,400	–	–	﹤0.01%	611
2020 Q4	$11K	Buy	+1,400	New	+$70.9K	﹤0.01%	575

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carolinas Wealth Consulting's XOP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2025, closing a stake of 157 shares — an estimated $20.7K sold.

Carolinas Wealth Consulting first reported a position in XOP in Q4 2020 and held it in 16 quarters. The position peaked at $60.4K in Q1 2024. 348 funds tracked by Wall St. Rank hold XOP as of Q2 2025.

Carolinas Wealth Consulting reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 157 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $20.7K.
Carolinas Wealth Consulting first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2020 and held it in 16 quarters.
Carolinas Wealth Consulting's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $60.4K in Q1 2024.
348 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.