Client 1st Advisory Group’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Client 1st Advisory Group’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	$310K	Buy	2,009 +440	+28%	+$73.6K	0.08%	109
2026 Q1	$285K	Buy	+1,569	New	+$236K	0.09%	107
2025 Q4	–	Sell	-1,569	Closed	-$207K	–	151
2025 Q3	$207K	Buy	+1,569	New	+$203K	0.07%	128
2025 Q2	–	Sell	-1,569	Closed	-$207K	–	141
2025 Q1	$207K	Hold	1,569	–	–	0.08%	127
2024 Q4	$208K	Buy	+1,569	New	+$215K	0.08%	125
2024 Q3	–	Sell	-1,391	Closed	-$202K	–	127
2024 Q2	$202K	Hold	1,391	–	–	0.09%	115
2024 Q1	$216K	Sell	1,391 -178	-11%	-$24.6K	0.1%	106
2023 Q4	$215K	Hold	1,569	–	–	0.1%	100
2023 Q3	$232K	Hold	1,569	–	–	0.12%	93
2023 Q2	$202K	Hold	1,569	–	–	0.11%	98
2023 Q1	$200K	Hold	1,569	–	–	0.11%	91
2022 Q4	$213K	Buy	+1,569	New	+$228K	0.12%	87
2022 Q3	–	Sell	-1,750	Closed	-$209K	–	83
2022 Q2	$209K	Sell	1,750 -235	-12%	-$33K	0.12%	71
2022 Q1	$267K	Buy	+1,985	New	+$229K	0.13%	69
2021 Q3	–	Sell	-2,180	Closed	-$211K	–	77
2021 Q2	$211K	Buy	+2,180	New	+$190K	0.11%	71

Other funds holding XOP

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Corecam AG Zurich $117M AUM

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Client 1st Advisory Group's XOP Position: Q2 2026 in Review

Client 1st Advisory Group increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 28% in Q2 2026, buying an estimated $73.6K and bringing the position to 2,009 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #109.

Client 1st Advisory Group first reported a position in XOP in Q2 2021 and has held it in 15 quarters since. 43 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Client 1st Advisory Group held 2,009 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $310K as of Q2 2026.
Client 1st Advisory Group bought 440 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $73.6K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.08% of Client 1st Advisory Group's portfolio in Q2 2026, its #109 holding.
Client 1st Advisory Group first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2021 and has held it in 15 quarters since.
43 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.