Castleview Partners’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Castleview Partners’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 Q1	–	Sell	-759	Closed	-$102K	–	588
2024 Q4	$102K	Buy	759 +635	+512%	+$86.9K	0.06%	249
2024 Q3	$16.3K	Buy	124 +1	+0.8%	+$138	0.01%	477
2024 Q2	$17.9K	Sell	123 -1,134	-90%	-$172K	0.01%	451
2024 Q1	$195K	Buy	1,257 +1,149	+1,064%	+$159K	0.11%	181
2023 Q4	$14.8K	Hold	108	–	–	0.01%	468
2023 Q3	$16K	Hold	108	–	–	0.01%	384
2023 Q2	$13.9K	Hold	108	–	–	0.01%	395
2023 Q1	$13.8K	Hold	108	–	–	0.01%	385
2022 Q4	$14.7K	Hold	108	–	–	0.01%	321
2022 Q3	$13K	Buy	108 +100	+1,250%	+$13.2K	0.01%	359
2022 Q2	$180	Sell	8 -100	-93%	-$14K	﹤0.01%	743
2022 Q1	$14K	Sell	108 -10,245	-99%	-$1.18M	0.01%	476
2021 Q4	$108	Buy	+10,353	New	+$1.06M	﹤0.01%	781
2021 Q2	$10K	Buy	+108	New	+$9.43K	﹤0.01%	704

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Castleview Partners's XOP Position: Q1 2025 in Review

Castleview Partners sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2025, closing a stake of 759 shares — an estimated $102K sold.

Castleview Partners first reported a position in XOP in Q2 2021 and held it in 14 quarters. The position peaked at $195K in Q1 2024. 351 funds tracked by Wall St. Rank hold XOP as of Q1 2025.

Castleview Partners reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 759 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2025, an estimated $102K.
Castleview Partners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2021 and held it in 14 quarters.
Castleview Partners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $195K in Q1 2024.
351 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.