Geneos Wealth Management’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4K | Sell |
226
-523
| -70% | -$65.8K | ﹤0.01% | 1860 |
|
|
2025
Q1 | $98.7K | Buy |
749
+286
| +62% | +$37.7K | ﹤0.01% | 1583 |
|
|
2024
Q4 | $61.3K | Buy |
463
+23
| +5% | +$3.04K | ﹤0.01% | 1243 |
|
|
2024
Q3 | $57.9K | Sell |
440
-75
| -15% | -$9.86K | ﹤0.01% | 1149 |
|
|
2024
Q2 | $74.9K | Sell |
515
-100
| -16% | -$14.5K | ﹤0.01% | 948 |
|
|
2024
Q1 | $95.3K | Sell |
615
-5,820
| -90% | -$902K | ﹤0.01% | 863 |
|
|
2023
Q4 | $881K | Buy |
6,435
+1,572
| +32% | +$215K | 0.04% | 348 |
|
|
2023
Q3 | $719K | Buy |
4,863
+4,223
| +660% | +$625K | 0.04% | 381 |
|
|
2023
Q2 | $82.5K | Sell |
640
-60
| -9% | -$7.74K | ﹤0.01% | 933 |
|
|
2023
Q1 | $89.4K | Hold |
700
| – | – | 0.01% | 876 |
|
|
2022
Q4 | $95.2K | Buy |
700
+280
| +67% | +$38.1K | 0.01% | 842 |
|
|
2022
Q3 | $52K | Buy |
420
+2
| +0.5% | +$248 | ﹤0.01% | 1016 |
|
|
2022
Q2 | $50K | Sell |
418
-52,968
| -99% | -$6.34M | ﹤0.01% | 1290 |
|
|
2022
Q1 | $7.18M | Buy |
53,386
+53,091
| +17,997% | +$7.14M | 0.31% | 66 |
|
|
2021
Q4 | $28K | Buy |
295
+100
| +51% | +$9.49K | ﹤0.01% | 1721 |
|
|
2021
Q3 | $19K | Hold |
195
| – | – | ﹤0.01% | 1956 |
|
|
2021
Q2 | $18K | Hold |
195
| – | – | ﹤0.01% | 1976 |
|
|
2021
Q1 | $15K | Hold |
195
| – | – | ﹤0.01% | 2221 |
|
|
2020
Q4 | $16K | Buy |
195
+1
| +0.5% | +$82 | ﹤0.01% | 2039 |
|
|
2020
Q3 | $8K | Sell |
194
-451
| -70% | -$18.6K | ﹤0.01% | 2045 |
|
|
2020
Q2 | $32K | Buy |
+645
| New | +$32K | ﹤0.01% | 1428 |
|