EP Wealth Advisors’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.8M | Buy |
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|
2025
Q1 | $38.1M | Buy |
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|
2024
Q4 | $37.1M | Sell |
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|
2024
Q3 | $37M | Buy |
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|
2024
Q2 | $17.7M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $182K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.36M | Buy |
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|
2019
Q3 | $201K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.75M | Buy |
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