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

FOCUS 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
2023 Q2	–	Sell	-35,059	Closed	-$4.47M	–	70
2023 Q1	$4.47M	Sell	35,059 -573	-2%	-$76.1K	2.94%	6
2022 Q4	$4.84M	Sell	35,632 -1,065	-3%	-$154K	3.35%	6
2022 Q3	$4.58M	Sell	36,697 -628	-2%	-$82.9K	3.24%	6
2022 Q2	$4.46M	Sell	37,325 -317	-0.8%	-$44.5K	3.06%	9
2022 Q1	$5.07M	Sell	37,642 -484	-1%	-$55.7K	3.02%	7
2021 Q4	$3.65M	Buy	38,126 +2,159	+6%	+$221K	2.19%	9
2021 Q3	$3.48M	Buy	+35,967	New	+$3.06M	2.36%	7

Other funds holding XOP

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

FOCUS Wealth Advisors's XOP Position: Q2 2023 in Review

FOCUS Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2023, closing a stake of 35,059 shares — an estimated $4.47M sold.

FOCUS Wealth Advisors first reported a position in XOP in Q3 2021 and held it in 7 quarters. The position peaked at $5.07M in Q1 2022. 346 funds tracked by Wall St. Rank hold XOP as of Q2 2023.

FOCUS Wealth Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2023 after selling out during the quarter.
FOCUS Wealth Advisors sold 35,059 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2023, an estimated $4.47M.
FOCUS Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2021 and held it in 7 quarters.
FOCUS Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $5.07M in Q1 2022.
346 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2023.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.