GWM
WPX

Geneos Wealth Management’s WPX Energy, Inc. WPX Stock Holding History

Geneos Wealth Management’s Portfolio WPX Stock Details WPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-14,920
Closed -$66K – 3057
2020
Q3 		$66K Sell
14,920
-1,100
-7% -$6.09K ﹤0.01% 1127
2020
Q2 		$98K Buy
16,020
+1,000
+7% +$5.64K 0.01% 923
2020
Q1 		$46K Sell
15,020
-1,367
-8% -$12.9K ﹤0.01% 1151
2019
Q4 		$220K Buy
16,387
+950
+6% +$10.1K 0.01% 670
2019
Q3 		$160K Sell
15,437
-685
-4% -$7.23K 0.01% 729
2019
Q2 		$185K Buy
16,122
+969
+6% +$12K 0.01% 696
2019
Q1 		$198K Hold
15,153
– – 0.01% 642
2018
Q4 		$167K Hold
15,153
– – 0.01% 655
2018
Q3 		$304K Hold
15,153
– – 0.02% 503
2018
Q2 		$273K Hold
15,153
– – 0.02% 473
2018
Q1 		$223K Sell
15,153
-133
-0.9% -$1.92K 0.02% 515
2017
Q4 		$215K Sell
15,286
-275
-2% -$3.33K 0.02% 512
2017
Q3 		$178K Buy
15,561
+3,912
+34% +$40K 0.02% 545
2017
Q2 		$112K Hold
11,649
– – 0.01% 651
2017
Q1 		$155K Sell
11,649
-81
-0.7% -$1.08K 0.02% 541
2016
Q4 		$170K Buy
11,730
+9,880
+534% +$131K 0.02% 492
2016
Q3 		$24K Sell
1,850
-25
-1% -$278 ﹤0.01% 1079
2016
Q2 		$18K Sell
1,875
-135
-7% -$1.22K ﹤0.01% 1160
2016
Q1 		$13K Buy
+2,010
New +$10.3K ﹤0.01% 1239

Other funds holding WPX

EECFX
EnCap Energy Capital Fund X Houston, Texas $216M AUM 11.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geneos Wealth Management's WPX Position: Q4 2020 in Review

Geneos Wealth Management sold out of WPX Energy, Inc. (WPX) in Q4 2020, closing a stake of 14,920 shares — an estimated $66K sold.

Geneos Wealth Management first reported a position in WPX in Q1 2016 and held it in 19 quarters. The position peaked at $304K in Q3 2018. 349 funds tracked by Wall St. Rank hold WPX as of Q4 2020.

  • Geneos Wealth Management reported no remaining WPX Energy, Inc. position as of Q4 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 14,920 WPX Energy, Inc. shares in Q4 2020, an estimated $66K.
  • Geneos Wealth Management first reported a position in WPX Energy, Inc. in Q1 2016 and held it in 19 quarters.
  • Geneos Wealth Management's WPX Energy, Inc. position peaked at $304K in Q3 2018.
  • 349 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.