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, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Evolution Wealth Advisors's XOP Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2021, closing a stake of 208 shares — an estimated $20K sold.

Evolution Wealth Advisors first reported a position in XOP in Q4 2018 and held it in 12 quarters. The position peaked at $106K in Q1 2019. 315 funds tracked by Wall St. Rank hold XOP as of Q4 2021.

Evolution Wealth Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 208 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2021, an estimated $20K.
Evolution Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2018 and held it in 12 quarters.
Evolution Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $106K in Q1 2019.
315 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.