COMPASS FINANCIAL MANAGEMENT LLC’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$38.2K	Buy	+222	New	+$37.1K	﹤0.01%	736

Other funds holding XOP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

CWM

Cadence Wealth Management Westborough, Massachusetts $223M AUM 25.69% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's XOP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2026: 222 shares worth $38.2K. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings.

290 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 222 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $38.2K as of Q2 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #736 holding.
290 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.