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

Cavalier Investments’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
2022 Q3	–	Sell	-6,168	Closed	-$737K	–	103
2022 Q2	$737K	Sell	6,168 -345	-5%	-$48.5K	0.26%	78
2022 Q1	$876K	Buy	6,513 +2,762	+74%	+$318K	0.23%	89
2021 Q4	$360K	Buy	3,751 +1,161	+45%	+$119K	0.09%	98
2021 Q3	$251K	Hold	2,590	–	–	0.08%	95
2021 Q2	$250K	Buy	+2,590	New	+$226K	0.09%	92
2019 Q2	–	Sell	-12,869	Closed	-$1.58M	–	145
2019 Q1	$1.58M	Buy	+12,869	New	+$1.55M	0.65%	43

Other funds holding XOP

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

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

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return