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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.99M	Buy	15,798 +68	+0.4%	+$8.55K	0.77%	23
2025 Q1	$2.07M	Buy	15,730 +3,272	+26%	+$431K	0.91%	22
2024 Q4	$1.65M	Buy	+12,458	New	+$1.65M	0.77%	24
2024 Q3	–	Sell	-8,557	Closed	-$1.24M	–	215
2024 Q2	$1.24M	Buy	+8,557	New	+$1.24M	0.63%	29