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

GoalVest Advisory’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 Q2	$4.78K	Hold	31	–	–	﹤0.01%	383
2026 Q1	$5.64K	Buy	+31	New	+$4.67K	﹤0.01%	388
2023 Q4	–	Sell	-22	Closed	-$3.25K	–	505
2023 Q3	$3.25K	Buy	+22	New	+$3.15K	﹤0.01%	384

Other funds holding XOP

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GoalVest Advisory's XOP Position: Q2 2026 in Review

GoalVest Advisory held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q2 2026 at 31 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

GoalVest Advisory first reported a position in XOP in Q3 2023 and has held it in 3 quarters since. The position peaked at $5.64K in Q1 2026. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

GoalVest Advisory held 31 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $4.78K as of Q2 2026.
GoalVest Advisory left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q2 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #383 holding.
GoalVest Advisory first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2023 and has held it in 3 quarters since.
GoalVest Advisory's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $5.64K in Q1 2026.
388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.