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

Convergence Financial’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	$2.67M	Sell	17,328 -698	-4%	-$117K	0.21%	68
2026 Q1	$3.28M	Buy	18,026 +9,061	+101%	+$1.36M	0.35%	52
2025 Q4	$1.13M	Sell	8,965 -302	-3%	-$39.1K	0.17%	74
2025 Q3	$1.23M	Sell	9,267 -275	-3%	-$35.5K	0.18%	72
2025 Q2	$1.2M	Buy	9,542 +207	+2%	+$24.8K	0.21%	69
2025 Q1	$1.23M	Buy	9,335 +7,448	+395%	+$999K	0.24%	60
2024 Q4	$250K	Sell	1,887 -28	-1%	-$3.83K	0.05%	136
2024 Q3	$252K	Sell	1,915 -237	-11%	-$32.7K	0.05%	139
2024 Q2	$313K	Buy	+2,152	New	+$325K	0.08%	119

Other funds holding XOP

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Convergence Financial's XOP Position: Q2 2026 in Review

Convergence Financial reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 3.9% in Q2 2026, selling an estimated $117K and leaving 17,328 shares worth $2.67M. The position accounts for 0.21% of the portfolio, ranked #68.

Convergence Financial first reported a position in XOP in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.28M in Q1 2026. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Convergence Financial held 17,328 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $2.67M as of Q2 2026.
Convergence Financial sold 698 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $117K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.21% of Convergence Financial's portfolio in Q2 2026, its #68 holding.
Convergence Financial first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2024 and has held it in 9 quarters since.
Convergence Financial's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $3.28M in Q1 2026.
388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.