HCR Wealth Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

HCR Wealth Advisors’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
2020 Q1	–	Sell	-2,102	Closed	-$199K	–	262
2019 Q4	$199K	Buy	+2,102	New	+$182K	0.05%	150
2019 Q1	–	Sell	-4,351	Closed	-$462K	–	198
2018 Q4	$462K	Sell	4,351 -709	-14%	-$99.1K	0.15%	101
2018 Q3	$793K	Buy	5,060 +68	+1%	+$11.4K	0.26%	82
2018 Q2	$852K	Buy	4,992 +657	+15%	+$106K	0.28%	81
2018 Q1	$611K	Buy	4,335 +224	+5%	+$32.1K	0.21%	100
2017 Q4	$611K	Buy	4,111 +134	+3%	+$18.7K	0.21%	94
2017 Q3	$542K	Buy	3,977 +582	+17%	+$73K	0.23%	96
2017 Q2	$433K	Buy	3,395 +137	+4%	+$18.7K	0.21%	88
2017 Q1	$488K	Buy	3,258 +238	+8%	+$37.1K	0.25%	86
2016 Q4	$500K	Buy	+3,020	New	+$474K	0.26%	86

Other funds holding XOP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCR Wealth Advisors's XOP Position: Q1 2020 in Review

HCR Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2020, closing a stake of 2,102 shares — an estimated $199K sold.

HCR Wealth Advisors first reported a position in XOP in Q4 2016 and held it in 10 quarters. The position peaked at $852K in Q2 2018. 159 funds tracked by Wall St. Rank hold XOP as of Q1 2020.

HCR Wealth Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2020 after selling out during the quarter.
HCR Wealth Advisors sold 2,102 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2020, an estimated $199K.
HCR Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2016 and held it in 10 quarters.
HCR Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $852K in Q2 2018.
159 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2020.

Based on HCR Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.