Crestmont 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
$234K Sell
1,856
-48
-3% -$6.04K 0.08% 71
2025
Q1
$251K Hold
1,904
0.11% 64
2024
Q4
$252K Sell
1,904
-73
-4% -$9.66K 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% -$316K 0.18% 30
2022
Q3
$537K Hold
4,304
0.41% 12
2022
Q2
$514K Buy
4,304
+26
+0.6% +$3.11K 0.51% 11
2022
Q1
$576K Hold
4,278
0.55% 10
2021
Q4
$410K Buy
+4,278
New +$410K 0.39% 10