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

BCM

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

Cavalier Investments's XOP Position: Q3 2022 in Review

Cavalier Investments sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2022, closing a stake of 6,168 shares — an estimated $737K sold.

Cavalier Investments first reported a position in XOP in Q1 2019 and held it in 6 quarters. The position peaked at $1.58M in Q1 2019. 356 funds tracked by Wall St. Rank hold XOP as of Q3 2022.

Cavalier Investments reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2022 after selling out during the quarter.
Cavalier Investments sold 6,168 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2022, an estimated $737K.
Cavalier Investments first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2019 and held it in 6 quarters.
Cavalier Investments's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.58M in Q1 2019.
356 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2022.

Based on Cavalier Investments's 13F filing for Q3 2022, filed 10 Nov 2022.