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

Crestmont Private Wealth’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 Q1	$338K	Hold	1,856	–	–	0.11%	76
2025 Q4	$234K	Hold	1,856	–	–	0.08%	77
2025 Q3	$245K	Hold	1,856	–	–	0.08%	76
2025 Q2	$234K	Sell	1,856 -48	-3%	-$5.75K	0.08%	71
2025 Q1	$251K	Hold	1,904	–	–	0.11%	64
2024 Q4	$252K	Sell	1,904 -73	-4%	-$9.98K	0.11%	57
2024 Q3	$260K	Hold	1,977	–	–	0.11%	67
2024 Q2	$288K	Hold	1,977	–	–	0.14%	57
2024 Q1	$306K	Hold	1,977	–	–	0.15%	49
2023 Q4	$271K	Hold	1,977	–	–	0.14%	44
2023 Q3	$292K	Hold	1,977	–	–	0.18%	34
2023 Q2	$255K	Hold	1,977	–	–	0.15%	46
2023 Q1	$252K	Hold	1,977	–	–	0.16%	44
2022 Q4	$269K	Sell	1,977 -2,327	-54%	-$337K	0.18%	30
2022 Q3	$537K	Hold	4,304	–	–	0.41%	12
2022 Q2	$514K	Buy	4,304 +26	+0.6%	+$3.65K	0.51%	11
2022 Q1	$576K	Hold	4,278	–	–	0.55%	10
2021 Q4	$410K	Buy	+4,278	New	+$438K	0.39%	10

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Crestmont Private Wealth's XOP Position: Q1 2026 in Review

Crestmont Private Wealth held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q1 2026 at 1,856 shares worth $338K. The position accounts for 0.11% of the portfolio, ranked #76.

Crestmont Private Wealth first reported a position in XOP in Q4 2021 and has held it in 18 quarters since. The position peaked at $576K in Q1 2022. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Crestmont Private Wealth held 1,856 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $338K as of Q1 2026.
Crestmont Private Wealth left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q1 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.11% of Crestmont Private Wealth's portfolio in Q1 2026, its #76 holding.
Crestmont Private Wealth first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2021 and has held it in 18 quarters since.
Crestmont Private Wealth's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $576K in Q1 2022.
403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.