EWM
Evercore Wealth Management’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 | $1.63M | Sell |
12,968
-40
| -0.3% | -$5.03K | 0.03% | 174 |
|
|
2025
Q1 | $1.71M | Sell |
13,008
-1,727
| -12% | -$227K | 0.03% | 164 |
|
|
2024
Q4 | $1.95M | Sell |
14,735
-1,283
| -8% | -$170K | 0.03% | 156 |
|
|
2024
Q3 | $2.11M | Sell |
16,018
-55
| -0.3% | -$7.23K | 0.03% | 152 |
|
|
2024
Q2 | $2.34M | Sell |
16,073
-163
| -1% | -$23.7K | 0.04% | 145 |
|
|
2024
Q1 | $2.52M | Sell |
16,236
-1,651
| -9% | -$256K | 0.04% | 144 |
|
|
2023
Q4 | $2.45M | Sell |
17,887
-9,710
| -35% | -$1.33M | 0.04% | 148 |
|
|
2023
Q3 | $4.08M | Sell |
27,597
-1,774
| -6% | -$262K | 0.08% | 101 |
|
|
2023
Q2 | $3.78M | Buy |
29,371
+1,061
| +4% | +$137K | 0.07% | 112 |
|
|
2023
Q1 | $3.61M | Buy |
28,310
+23
| +0.1% | +$2.94K | 0.07% | 111 |
|
|
2022
Q4 | $3.84M | Buy |
28,287
+51
| +0.2% | +$6.93K | 0.08% | 100 |
|
|
2022
Q3 | $3.52M | Sell |
28,236
-3,716
| -12% | -$464K | 0.08% | 101 |
|
|
2022
Q2 | $3.82M | Buy |
+31,952
| New | +$3.82M | 0.08% | 105 |
|