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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EverSource Wealth Advisors's XOP Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 96% in Q1 2026, selling an estimated $252K and leaving 74 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

EverSource Wealth Advisors first reported a position in XOP in Q4 2022 and has held it in 14 quarters since. The position peaked at $231K in Q4 2024. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

EverSource Wealth Advisors held 74 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $13.5K as of Q1 2026.
EverSource Wealth Advisors sold 1,670 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $252K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2756 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 14 quarters since.
EverSource Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $231K in Q4 2024.
403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.