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

Intercontinental 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
2023 Q2	$377K	Sell	2,925 -260	-8%	-$32.6K	0.09%	223
2023 Q1	$406K	Sell	3,185 -104	-3%	-$13.8K	0.1%	219
2022 Q4	$447K	Sell	3,289 -295	-8%	-$42.8K	0.13%	184
2022 Q3	$447K	Sell	3,584 -840	-19%	-$111K	0.14%	170
2022 Q2	$529K	Sell	4,424 -67	-1%	-$9.41K	0.14%	153
2022 Q1	$604K	Sell	4,491 -319	-7%	-$36.7K	0.14%	159
2021 Q4	$461K	Sell	4,810 -60	-1%	-$6.15K	0.1%	196
2021 Q3	$471K	Sell	4,870 -1,902	-28%	-$162K	0.11%	172
2021 Q2	$655K	Sell	6,772 -229	-3%	-$20K	0.13%	136
2021 Q1	$569K	Sell	7,001 -354	-5%	-$27K	0.12%	149
2020 Q4	$430K	Buy	7,355 +425	+6%	+$21.5K	0.1%	159
2020 Q3	$292K	Buy	6,930 +1,328	+24%	+$66.8K	0.09%	163
2020 Q2	$292K	Buy	+5,602	New	+$283K	0.09%	149

Other funds holding XOP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Intercontinental Wealth Advisors's XOP Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 8.2% in Q2 2023, selling an estimated $32.6K and leaving 2,925 shares worth $377K. The position accounts for 0.09% of the portfolio, ranked #223.

Intercontinental Wealth Advisors first reported a position in XOP in Q2 2020 and has held it in 13 quarters since. The position peaked at $655K in Q2 2021. 346 funds tracked by Wall St. Rank hold XOP as of Q2 2023.

Intercontinental Wealth Advisors held 2,925 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $377K as of Q2 2023.
Intercontinental Wealth Advisors sold 260 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2023, an estimated $32.6K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.09% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #223 holding.
Intercontinental Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2020 and has held it in 13 quarters since.
Intercontinental Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $655K in Q2 2021.
346 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.