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

JFS 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 Q4	–	Sell	-38	Closed	-$5.62K	–	2048
2023 Q3	$5.62K	Buy	+38	New	+$5.44K	﹤0.01%	951
2015 Q3	–	Sell	-125	Closed	-$23K	–	580
2015 Q2	$23K	Buy	+125	New	+$25.5K	0.01%	258

Other funds holding XOP

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

JFS Wealth Advisors's XOP Position: Q4 2023 in Review

JFS Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2023, closing a stake of 38 shares — an estimated $5.62K sold.

JFS Wealth Advisors first reported a position in XOP in Q2 2015 and held it in 2 quarters. The position peaked at $23K in Q2 2015. 393 funds tracked by Wall St. Rank hold XOP as of Q4 2023.

JFS Wealth Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
JFS Wealth Advisors sold 38 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $5.62K.
JFS Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2015 and held it in 2 quarters.
JFS Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $23K in Q2 2015.
393 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.