EP Wealth Advisors’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.8M | Buy |
292,149
+2,642
| +0.9% | +$332K | 0.24% | 73 |
|
|
2025
Q1 | $38.1M | Buy |
289,507
+9,423
| +3% | +$1.24M | 0.3% | 67 |
|
|
2024
Q4 | $37.1M | Sell |
280,084
-1,593
| -0.6% | -$211K | 0.3% | 69 |
|
|
2024
Q3 | $37M | Buy |
281,677
+159,796
| +131% | +$21M | 0.32% | 67 |
|
|
2024
Q2 | $17.7M | Buy |
+121,881
| New | +$17.7M | 0.19% | 94 |
|
|
2023
Q4 | – | Sell |
-1,228
| Closed | -$182K | – | 842 |
|
|
2023
Q3 | $182K | Buy |
+1,228
| New | +$182K | ﹤0.01% | 679 |
|
|
2020
Q1 | – | Sell |
-14,313
| Closed | -$1.36M | – | 436 |
|
|
2019
Q4 | $1.36M | Buy |
14,313
+12,062
| +536% | +$1.14M | 0.06% | 158 |
|
|
2019
Q3 | $201K | Buy |
+2,251
| New | +$201K | 0.01% | 347 |
|
|
2019
Q1 | – | Sell |
-16,489
| Closed | -$1.75M | – | 296 |
|
|
2018
Q4 | $1.75M | Buy |
+16,489
| New | +$1.75M | 0.14% | 93 |
|