Heritage Wealth Management (Ohio)’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Heritage Wealth Management (Ohio)’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	$974K	Hold	6,315	–	–	0.24%	103
2026 Q1	$1.15M	Hold	6,315	–	–	0.57%	52
2025 Q4	$797K	Sell	6,315 -7,681	-55%	-$995K	0.22%	112
2025 Q3	$1.85M	Buy	13,996 +7,300	+109%	+$943K	0.54%	48
2025 Q2	$842K	Buy	+6,696	New	+$803K	0.27%	95

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 Wealth Management (Ohio)'s XOP Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q2 2026 at 6,315 shares worth $974K. The position accounts for 0.24% of the portfolio, ranked #103.

Heritage Wealth Management (Ohio) first reported a position in XOP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.85M in Q3 2025. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Heritage Wealth Management (Ohio) held 6,315 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $974K as of Q2 2026.
Heritage Wealth Management (Ohio) left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q2 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.24% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #103 holding.
Heritage Wealth Management (Ohio) first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2025 and has held it in 5 quarters since.
Heritage Wealth Management (Ohio)'s State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.85M in Q3 2025.
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 Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.