Impala Asset Management’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
2020 Q1	–	Sell	-322,888	Closed	-$30.6M	–	53
2019 Q4	$30.6M	Buy	+322,888	New	+$30.6M	2.32%	14
2018 Q2	–	Sell	-43,726	Closed	-$6.16M	–	76
2018 Q1	$6.16M	Buy	+43,726	New	+$6.16M	0.27%	40