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Concurrent Investment Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Concurrent Investment Advisors’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 		$429K Buy
2,780
+625
+29% +$105K ﹤0.01% 1491
2026
Q1 		$392K Buy
2,155
+1
+0% +$151 ﹤0.01% 1340
2025
Q4 		$272K Buy
+2,154
New +$279K ﹤0.01% 1463

Other funds holding XOP

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return

Concurrent Investment Advisors's XOP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 29% in Q2 2026, buying an estimated $105K and bringing the position to 2,780 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Concurrent Investment Advisors first reported a position in XOP in Q4 2025 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

  • Concurrent Investment Advisors held 2,780 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $429K as of Q2 2026.
  • Concurrent Investment Advisors bought 625 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $105K.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1491 holding.
  • Concurrent Investment Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2025 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.