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

EP Wealth Advisors’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 Q2	$11.6M	Sell	74,900 -1,771	-2%	-$296K	0.04%	253
2026 Q1	$13.9M	Sell	76,671 -2,522	-3%	-$380K	0.07%	177
2025 Q4	$10M	Buy	+79,193	New	+$10.3M	0.05%	202
2025 Q2	$36.8M	Buy	292,149 +2,642	+0.9%	+$317K	0.24%	73
2025 Q1	$38.1M	Buy	289,507 +9,423	+3%	+$1.26M	0.3%	67
2024 Q4	$37.1M	Sell	280,084 -1,593	-0.6%	-$218K	0.3%	69
2024 Q3	$37M	Buy	281,677 +159,796	+131%	+$22.1M	0.32%	67
2024 Q2	$17.7M	Buy	+121,881	New	+$18.4M	0.19%	94
2023 Q4	–	Sell	-1,228	Closed	-$182K	–	842
2023 Q3	$182K	Buy	+1,228	New	+$176K	﹤0.01%	679
2020 Q1	–	Sell	-14,313	Closed	-$1.36M	–	436
2019 Q4	$1.36M	Buy	14,313 +12,062	+536%	+$1.05M	0.06%	158
2019 Q3	$201K	Buy	+2,251	New	+$212K	0.01%	347
2019 Q1	–	Sell	-16,489	Closed	-$1.75M	–	296
2018 Q4	$1.75M	Buy	+16,489	New	+$2.3M	0.14%	93

Other funds holding XOP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

EP Wealth Advisors's XOP Position: Q2 2026 in Review

EP Wealth Advisors reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 2.3% in Q2 2026, selling an estimated $296K and leaving 74,900 shares worth $11.6M. The position accounts for 0.04% of the portfolio, ranked #253.

EP Wealth Advisors first reported a position in XOP in Q4 2018 and has held it in 12 quarters since. The position peaked at $38.1M in Q1 2025. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

EP Wealth Advisors held 74,900 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $11.6M as of Q2 2026.
EP Wealth Advisors sold 1,771 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $296K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #253 holding.
EP Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2018 and has held it in 12 quarters since.
EP Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $38.1M in Q1 2025.
388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.