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

Grimes & Company’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
Q1 		– Sell
-3,093
Closed -$391K – 479
2025
Q4 		$391K Buy
3,093
+93
+3% +$12K 0.01% 340
2025
Q3 		$397K Buy
3,000
+18
+0.6% +$2.32K 0.01% 340
2025
Q2 		$375K Buy
+2,982
New +$358K 0.01% 304

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Grimes & Company's XOP Position: Q1 2026 in Review

Grimes & Company sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2026, closing a stake of 3,093 shares — an estimated $391K sold.

Grimes & Company first reported a position in XOP in Q2 2025 and held it in 3 quarters. The position peaked at $397K in Q3 2025. 405 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

  • Grimes & Company reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2026 after selling out during the quarter.
  • Grimes & Company sold 3,093 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $391K.
  • Grimes & Company first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2025 and held it in 3 quarters.
  • Grimes & Company's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $397K in Q3 2025.
  • 405 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.