GVAG
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Great Valley Advisor Group’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Great Valley Advisor Group’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 		– Sell
-1,830
Closed -$333K – 1099
2026
Q1 		$333K Buy
+1,830
New +$276K 0.01% 791
2025
Q4 		– Sell
-2,414
Closed -$319K – 988
2025
Q3 		$319K Sell
2,414
-1,774
-42% -$229K 0.01% 751
2025
Q2 		$526K Sell
4,188
-406
-9% -$48.7K 0.01% 593
2025
Q1 		$605K Sell
4,594
-31
-0.7% -$4.16K 0.01% 547
2024
Q4 		$612K Sell
4,625
-830
-15% -$114K 0.01% 539
2024
Q3 		$717K Buy
5,455
+1,267
+30% +$175K 0.02% 485
2024
Q2 		$609K Buy
4,188
+448
+12% +$67.8K 0.02% 489
2024
Q1 		$580K Sell
3,740
-2,022
-35% -$280K 0.02% 459
2023
Q4 		$789K Sell
5,762
-3,783
-40% -$532K 0.03% 374
2023
Q3 		$1.41M Sell
9,545
-14,673
-61% -$2.1M 0.06% 267
2023
Q2 		$3.12M Sell
24,218
-1,846
-7% -$231K 0.13% 167
2023
Q1 		$3.33M Sell
26,064
-3,361
-11% -$446K 0.16% 163
2022
Q4 		$4M Buy
29,425
+17,776
+153% +$2.58M 0.2% 121
2022
Q3 		$1.45M Sell
11,649
-9,825
-46% -$1.3M 0.08% 244
2022
Q2 		$2.57M Sell
21,474
-4,169
-16% -$586K 0.14% 163
2022
Q1 		$3.45M Buy
25,643
+3,551
+16% +$409K 0.2% 128
2021
Q4 		$2.12M Sell
22,092
-2,268
-9% -$232K 0.13% 179
2021
Q3 		$2.36M Buy
24,360
+7,850
+48% +$668K 0.16% 151
2021
Q2 		$1.6M Buy
16,510
+2,655
+19% +$232K 0.12% 190
2021
Q1 		$1.13M Buy
13,855
+1,284
+10% +$98K 0.11% 186
2020
Q4 		$735K Buy
12,571
+1,690
+16% +$85.6K 0.08% 220
2020
Q3 		$458K Buy
10,881
+530
+5% +$26.7K 0.06% 266
2020
Q2 		$540K Buy
+10,351
New +$523K 0.09% 225

Other funds holding XOP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Great Valley Advisor Group's XOP Position: Q2 2026 in Review

Great Valley Advisor Group sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2026, closing a stake of 1,830 shares — an estimated $333K sold.

Great Valley Advisor Group first reported a position in XOP in Q2 2020 and held it in 23 quarters. The position peaked at $4M in Q4 2022. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

  • Great Valley Advisor Group reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 1,830 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $333K.
  • Great Valley Advisor Group first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2020 and held it in 23 quarters.
  • Great Valley Advisor Group's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $4M in Q4 2022.
  • 388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.