KCFA
Key Client Fiduciary Advisors’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Hold |
2,700
| – | – | 0.14% | 142 |
|
|
2025
Q1 | $356K | Hold |
2,700
| – | – | 0.16% | 132 |
|
|
2024
Q4 | $357K | Hold |
2,700
| – | – | 0.16% | 127 |
|
|
2024
Q3 | $355K | Hold |
2,700
| – | – | 0.16% | 131 |
|
|
2024
Q2 | $393K | Hold |
2,700
| – | – | 0.2% | 109 |
|
|
2024
Q1 | $418K | Sell |
2,700
-900
| -25% | -$139K | 0.22% | 114 |
|
|
2023
Q4 | $493K | Sell |
3,600
-300
| -8% | -$41.1K | 0.29% | 87 |
|
|
2023
Q3 | $577K | Hold |
3,900
| – | – | 0.35% | 67 |
|
|
2023
Q2 | $502K | Hold |
3,900
| – | – | 0.29% | 79 |
|
|
2023
Q1 | $498K | Hold |
3,900
| – | – | 0.31% | 74 |
|
|
2022
Q4 | $530K | Buy |
+3,900
| New | +$530K | 0.36% | 60 |
|