Fiduciary Counselling’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Fiduciary Counselling’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	$368K	Hold	2,022	–	–	1.02%	6
2025 Q4	$255K	Hold	2,022	–	–	0.68%	7
2025 Q3	$267K	Hold	2,022	–	–	0.71%	6
2025 Q2	$254K	Hold	2,022	–	–	0.72%	6
2025 Q1	$266K	Hold	2,022	–	–	0.65%	7
2024 Q4	$268K	Hold	2,022	–	–	0.72%	7
2024 Q3	$266K	Hold	2,022	–	–	0.68%	7
2024 Q2	$294K	Hold	2,022	–	–	0.84%	7
2024 Q1	$313K	Hold	2,022	–	–	0.86%	7
2023 Q4	$277K	Hold	2,022	–	–	0.82%	7
2023 Q3	$299K	Hold	2,022	–	–	0.95%	7
2023 Q2	$260K	Hold	2,022	–	–	0.79%	7
2023 Q1	$258K	Hold	2,022	–	–	0.61%	8
2022 Q4	$275K	Hold	2,022	–	–	0.61%	9
2022 Q3	$252K	Hold	2,022	–	–	0.54%	8
2022 Q2	$242K	Hold	2,022	–	–	0.62%	7
2022 Q1	$272K	Buy	+2,022	New	+$233K	0.56%	6
2019 Q3	–	Sell	-2,023	Closed	-$220K	–	6
2019 Q2	$220K	Hold	2,023	–	–	0.92%	5
2019 Q1	$249K	Hold	2,023	–	–	1.07%	5
2018 Q4	$215K	Hold	2,023	–	–	1.04%	5
2018 Q3	$350K	Hold	2,023	–	–	1.41%	5
2018 Q2	$348K	Hold	2,023	–	–	1.27%	6
2018 Q1	$285K	Hold	2,023	–	–	1.05%	6
2017 Q4	$301K	Hold	2,023	–	–	1.09%	6
2017 Q3	$276K	Hold	2,023	–	–	0.99%	8
2017 Q2	$258K	Hold	2,023	–	–	0.96%	8
2017 Q1	$303K	Hold	2,023	–	–	1.13%	8
2016 Q4	$335K	Hold	2,023	–	–	1.3%	7
2016 Q3	$311K	Hold	2,023	–	–	1.24%	8
2016 Q2	$282K	Hold	2,023	–	–	1.31%	7
2016 Q1	$246K	Buy	+2,023	New	+$219K	1%	9
2015 Q4	–	Sell	-2,010	Closed	-$264K	–	10
2015 Q3	$264K	Hold	2,010	–	–	1.24%	9
2015 Q2	$375K	Buy	+2,010	New	+$411K	1.56%	8

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

Fiduciary Counselling's XOP Position: Q1 2026 in Review

Fiduciary Counselling held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q1 2026 at 2,022 shares worth $368K. The position accounts for 1.02% of the portfolio, ranked #6.

Fiduciary Counselling first reported a position in XOP in Q2 2015 and has held it in 33 quarters since. The position peaked at $375K in Q2 2015. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Fiduciary Counselling held 2,022 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $368K as of Q1 2026.
Fiduciary Counselling left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q1 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 1.02% of Fiduciary Counselling's portfolio in Q1 2026, its #6 holding.
Fiduciary Counselling first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2015 and has held it in 33 quarters since.
Fiduciary Counselling's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $375K in Q2 2015.
403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Fiduciary Counselling's 13F filing for Q1 2026, filed 5 May 2026.