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

EverSource 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	$166K	Buy	1,075 +1,001	+1,353%	+$167K	0.01%	1106
2026 Q1	$13.5K	Sell	74 -1,670	-96%	-$252K	﹤0.01%	2756
2025 Q4	$220K	Hold	1,744	–	–	0.01%	905
2025 Q3	$231K	Hold	1,744	–	–	0.01%	833
2025 Q2	$219K	Hold	1,744	–	–	0.01%	815
2025 Q1	$230K	Hold	1,744	–	–	0.01%	602
2024 Q4	$231K	Hold	1,744	–	–	0.01%	604
2024 Q3	$229K	Buy	1,744 +1,670	+2,257%	+$231K	0.01%	518
2024 Q2	$10.8K	Hold	74	–	–	﹤0.01%	1809
2024 Q1	$11.2K	Hold	74	–	–	﹤0.01%	1630
2023 Q4	$10.1K	Hold	74	–	–	﹤0.01%	1551
2023 Q3	$10.9K	Hold	74	–	–	﹤0.01%	1389
2023 Q2	$9.53K	Hold	74	–	–	﹤0.01%	1467
2023 Q1	$9.44K	Hold	74	–	–	﹤0.01%	1392
2022 Q4	$10.1K	Buy	+74	New	+$10.7K	﹤0.01%	1331

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

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

EverSource Wealth Advisors increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 1,353% in Q2 2026, buying an estimated $167K and bringing the position to 1,075 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #1106.

EverSource Wealth Advisors first reported a position in XOP in Q4 2022 and has held it in 15 quarters since. The position peaked at $231K in Q4 2024. 392 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

EverSource Wealth Advisors held 1,075 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $166K as of Q2 2026.
EverSource Wealth Advisors bought 1,001 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $167K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1106 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $231K in Q4 2024.
392 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.