EFS
XOP icon

Essex Financial Services’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Essex Financial Services’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 		$1.09M Sell
7,036
-15
-0.2% -$2.51K 0.05% 298
2026
Q1 		$1.28M Sell
7,051
-415
-6% -$62.5K 0.07% 235
2025
Q4 		$943K Sell
7,466
-23
-0.3% -$2.98K 0.05% 296
2025
Q3 		$990K Sell
7,489
-300
-4% -$38.7K 0.06% 267
2025
Q2 		$980K Sell
7,789
-196
-2% -$23.5K 0.06% 256
2025
Q1 		$1.05M Sell
7,985
-146
-2% -$19.6K 0.08% 220
2024
Q4 		$1.08M Sell
8,131
-31
-0.4% -$4.24K 0.08% 225
2024
Q3 		$1.1M Sell
8,162
-461
-5% -$63.7K 0.08% 219
2024
Q2 		$1.18M Sell
8,623
-322
-4% -$48.7K 0.09% 205
2024
Q1 		$1.39M Sell
8,945
-41
-0.5% -$5.68K 0.13% 162
2023
Q4 		$1.23M Sell
8,986
-461
-5% -$64.9K 0.13% 157
2023
Q3 		$1.4M Buy
9,447
+9
+0.1% +$1.29K 0.16% 133
2023
Q2 		$1.22M Buy
9,438
+21
+0.2% +$2.63K 0.14% 149
2023
Q1 		$1.2M Sell
9,417
-206
-2% -$27.4K 0.13% 161
2022
Q4 		$1.31M Sell
9,623
-96
-1% -$13.9K 0.14% 146
2022
Q3 		$1.21M Buy
9,719
+56
+0.6% +$7.39K 0.14% 143
2022
Q2 		$1.16M Buy
9,663
+26
+0.3% +$3.65K 0.13% 157
2022
Q1 		$1.3M Sell
9,637
-26
-0.3% -$2.99K 0.12% 167
2021
Q4 		$926K Buy
9,663
+286
+3% +$29.3K 0.09% 208
2021
Q3 		$907K Buy
9,377
+4,531
+93% +$386K 0.1% 195
2021
Q2 		$469K Buy
+4,846
New +$423K 0.07% 246

Other funds holding XOP

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CWM
Cadence Wealth Management Westborough, Massachusetts $223M AUM 25.69% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Essex Financial Services's XOP Position: Q2 2026 in Review

Essex Financial Services reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 0.21% in Q2 2026, selling an estimated $2.51K and leaving 7,036 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #298.

Essex Financial Services first reported a position in XOP in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.4M in Q3 2023. 255 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

  • Essex Financial Services held 7,036 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $1.09M as of Q2 2026.
  • Essex Financial Services sold 15 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $2.51K.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.05% of Essex Financial Services's portfolio in Q2 2026, its #298 holding.
  • Essex Financial Services first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2021 and has held it in 21 quarters since.
  • Essex Financial Services's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.4M in Q3 2023.
  • 255 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.