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

Jeppson Wealth Management’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
2020
Q4 		– Sell
-200
Closed -$8K – 474
2020
Q3 		$8K Buy
+200
New +$10.1K 0.01% 419

Other funds holding XOP

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Jeppson Wealth Management's XOP Position: Q4 2020 in Review

Jeppson Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2020, closing a stake of 200 shares — an estimated $8K sold.

Jeppson Wealth Management first reported a position in XOP in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 208 funds tracked by Wall St. Rank hold XOP as of Q4 2020.

  • Jeppson Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 200 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2020, an estimated $8K.
  • Jeppson Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $8K in Q3 2020.
  • 208 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.