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

Heritage Oak 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
2026 Q2	$1.83M	Sell	11,848 -241	-2%	-$40.3K	0.54%	22
2026 Q1	$2.2M	Sell	12,089 -593	-5%	-$89.3K	0.7%	18
2025 Q4	$1.6M	Sell	12,682 -939	-7%	-$122K	0.59%	26
2025 Q3	$1.8M	Sell	13,621 -2,177	-14%	-$281K	0.65%	28
2025 Q2	$1.99M	Buy	15,798 +68	+0.4%	+$8.15K	0.77%	23
2025 Q1	$2.07M	Buy	15,730 +3,272	+26%	+$439K	0.91%	22
2024 Q4	$1.65M	Buy	+12,458	New	+$1.7M	0.77%	24
2024 Q3	–	Sell	-8,557	Closed	-$1.24M	–	215
2024 Q2	$1.24M	Buy	+8,557	New	+$1.29M	0.63%	29

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

Heritage Oak Wealth Advisors's XOP Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 2% in Q2 2026, selling an estimated $40.3K and leaving 11,848 shares worth $1.83M. The position accounts for 0.54% of the portfolio, ranked #22.

Heritage Oak Wealth Advisors first reported a position in XOP in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.2M in Q1 2026. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Heritage Oak Wealth Advisors held 11,848 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $1.83M as of Q2 2026.
Heritage Oak Wealth Advisors sold 241 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $40.3K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.54% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Heritage Oak Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Oak Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2.2M 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 Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.