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

Evolution 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
2021 Q4	–	Sell	-208	Closed	-$20K	–	638
2021 Q3	$20K	Hold	208	–	–	﹤0.01%	316
2021 Q2	$20K	Hold	208	–	–	﹤0.01%	307
2021 Q1	$17K	Hold	208	–	–	﹤0.01%	327
2020 Q4	$12K	Hold	208	–	–	﹤0.01%	332
2020 Q3	$9K	Hold	208	–	–	﹤0.01%	374
2020 Q2	$11K	Sell	208 -682	-77%	-$34.4K	﹤0.01%	279
2020 Q1	$29K	Buy	890 +681	+326%	+$45.1K	0.01%	135
2019 Q4	$20K	Sell	209 -652	-76%	-$56.5K	0.01%	227
2019 Q3	$77K	Hold	861	–	–	0.04%	45
2019 Q2	$94K	Hold	861	–	–	0.04%	64
2019 Q1	$106K	Hold	861	–	–	0.05%	62
2018 Q4	$91K	Buy	+861	New	+$120K	0.04%	82

Other funds holding XOP

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Bank of America

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

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

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return