Corient Private Wealth’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.67M Buy
37,142
+30,917
+497% +$3.89M ﹤0.01% 778
2025
Q1
$820K Sell
6,225
-15,061
-71% -$1.98M ﹤0.01% 1363
2024
Q4
$829K Sell
21,286
-2,109
-9% -$82.2K ﹤0.01% 1386
2024
Q3
$3.08M Sell
23,395
-3,054
-12% -$402K ﹤0.01% 896
2024
Q2
$3.85M Sell
26,449
-10,452
-28% -$1.52M 0.01% 780
2024
Q1
$5.72M Sell
36,901
-8,807
-19% -$1.36M 0.01% 678
2023
Q4
$6.26M Sell
45,708
-5,340
-10% -$731K 0.01% 637
2023
Q3
$7.55M Buy
51,048
+2,487
+5% +$368K 0.02% 539
2023
Q2
$6.26M Buy
48,561
+379
+0.8% +$48.8K 0.01% 572
2023
Q1
$6.15M Sell
48,182
-628
-1% -$80.1K 0.02% 536
2022
Q4
$6.63M Buy
+48,810
New +$6.63M 0.02% 433