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

Exencial 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
2022 Q1	–	Sell	-2,120	Closed	-$203K	–	506
2021 Q4	$203K	Buy	+2,120	New	+$217K	0.01%	455
2021 Q3	–	Sell	-3,357	Closed	-$325K	–	474
2021 Q2	$325K	Buy	+3,357	New	+$293K	0.02%	369
2020 Q1	–	Sell	-12,798	Closed	-$1.21M	–	280
2019 Q4	$1.21M	Sell	12,798 -1,855	-13%	-$161K	0.21%	108
2019 Q3	$1.31M	Buy	14,653 +123	+0.8%	+$11.6K	0.28%	96
2019 Q2	$1.58M	Hold	14,530	–	–	0.37%	76
2019 Q1	$1.79M	Buy	14,530 +4,375	+43%	+$527K	0.42%	72
2018 Q4	$1.08M	Buy	+10,155	New	+$1.42M	0.29%	90

Other funds holding XOP

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

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

Bank of America

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

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

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return