EWM
XOP icon

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

Evercore Wealth Management’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 		– Sell
-1,586
Closed -$288K – 447
2026
Q1 		$288K Sell
1,586
-200
-11% -$30.1K ﹤0.01% 337
2025
Q4 		$226K Sell
1,786
-1,615
-47% -$209K ﹤0.01% 377
2025
Q3 		$450K Sell
3,401
-9,567
-74% -$1.24M 0.01% 307
2025
Q2 		$1.63M Sell
12,968
-40
-0.3% -$4.8K 0.03% 174
2025
Q1 		$1.71M Sell
13,008
-1,727
-12% -$232K 0.03% 166
2024
Q4 		$1.95M Sell
14,735
-1,283
-8% -$175K 0.03% 156
2024
Q3 		$2.11M Sell
16,018
-55
-0.3% -$7.6K 0.03% 152
2024
Q2 		$2.34M Sell
16,073
-163
-1% -$24.7K 0.04% 145
2024
Q1 		$2.52M Sell
16,236
-1,651
-9% -$229K 0.04% 144
2023
Q4 		$2.45M Sell
17,887
-9,710
-35% -$1.37M 0.04% 148
2023
Q3 		$4.08M Sell
27,597
-1,774
-6% -$254K 0.08% 101
2023
Q2 		$3.78M Buy
29,371
+1,061
+4% +$133K 0.07% 112
2023
Q1 		$3.61M Buy
28,310
+23
+0.1% +$3.05K 0.07% 111
2022
Q4 		$3.84M Buy
28,287
+51
+0.2% +$7.4K 0.08% 100
2022
Q3 		$3.52M Sell
28,236
-3,716
-12% -$490K 0.08% 101
2022
Q2 		$3.82M Buy
+31,952
New +$4.49M 0.08% 105

Other funds holding XOP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Evercore Wealth Management's XOP Position: Q2 2026 in Review

Evercore Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2026, closing a stake of 1,586 shares — an estimated $288K sold.

Evercore Wealth Management first reported a position in XOP in Q2 2022 and held it in 16 quarters. The position peaked at $4.08M in Q3 2023. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

  • Evercore Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2026 after selling out during the quarter.
  • Evercore Wealth Management sold 1,586 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $288K.
  • Evercore Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2022 and held it in 16 quarters.
  • Evercore Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $4.08M in Q3 2023.
  • 388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.