Carson Wealth (CWM LLC)
XOP icon

Carson Wealth (CWM LLC)’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Carson Wealth (CWM LLC)’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 		$431K Sell
2,372
-35
-1% -$5.27K ﹤0.01% 2122
2025
Q4 		$304K Buy
2,407
+12
+0.5% +$1.55K ﹤0.01% 2248
2025
Q3 		$317K Sell
2,395
-271
-10% -$35K ﹤0.01% 2084
2025
Q2 		$335K Sell
2,666
-18,556
-87% -$2.22M ﹤0.01% 1793
2025
Q1 		$2.79M Buy
21,222
+3,104
+17% +$416K 0.01% 721
2024
Q4 		$2.4M Buy
18,118
+5,725
+46% +$783K 0.01% 716
2024
Q3 		$1.63M Buy
12,393
+6,870
+124% +$949K 0.01% 792
2024
Q2 		$803K Buy
5,523
+1,661
+43% +$251K ﹤0.01% 1015
2024
Q1 		$598K Sell
3,862
-63
-2% -$8.72K ﹤0.01% 1066
2023
Q4 		$537K Buy
3,925
+1,264
+48% +$178K ﹤0.01% 1036
2023
Q3 		$394K Buy
2,661
+126
+5% +$18K ﹤0.01% 1056
2023
Q2 		$327K Buy
2,535
+1,303
+106% +$163K ﹤0.01% 1082
2023
Q1 		$157K Buy
1,232
+460
+60% +$61.1K ﹤0.01% 1301
2022
Q4 		$105K Buy
772
+16
+2% +$2.32K ﹤0.01% 1363
2022
Q3 		$94K Buy
756
+639
+546% +$84.3K ﹤0.01% 1366
2022
Q2 		$14K Sell
117
-534
-82% -$75K ﹤0.01% 2394
2022
Q1 		$88K Hold
651
– – ﹤0.01% 1376
2021
Q4 		$62K Buy
+651
New +$66.7K ﹤0.01% 1489
2021
Q2 		$11K Hold
117
– – ﹤0.01% 2079
2021
Q1 		$11K Hold
117
– – ﹤0.01% 2078
2020
Q4 		$11K Hold
117
– – ﹤0.01% 2077
2020
Q3 		$11K Hold
117
– – ﹤0.01% 2076
2020
Q2 		$11K Hold
117
– – ﹤0.01% 2075
2020
Q1 		$11K Buy
117
+88
+303% +$5.83K ﹤0.01% 2075
2019
Q4 		$11K Hold
29
– – ﹤0.01% 2075
2019
Q3 		$11K Hold
29
– – ﹤0.01% 2075
2019
Q2 		$11K Hold
29
– – ﹤0.01% 2075
2019
Q1 		$11K Buy
29
+17
+142% +$2.05K ﹤0.01% 2075
2018
Q4 		$1K Hold
12
– – ﹤0.01% 2017
2018
Q3 		$2K Buy
+12
New +$2.02K ﹤0.01% 1578

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $71.2B AUM 48.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XOP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 1.5% in Q1 2026, selling an estimated $5.27K and leaving 2,372 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

Carson Wealth (CWM LLC) first reported a position in XOP in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.79M in Q1 2025. 404 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,372 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $431K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 35 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $5.27K.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2122 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2.79M in Q1 2025.
  • 404 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.