Koa Wealth Management
XOP icon

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

Koa 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
2026
Q3 		$858K Sell
4,785
-346
-7% -$61.7K 0.56% 36
2026
Q2 		$792K Buy
+5,131
New +$858K 0.54% 40

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Bank Pictet & Cie (Europe)
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Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Stapp Wealth Management
Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return
Client First Capital
Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return
One Plus One Wealth Management
One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return
Cannon Advisors
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

Koa Wealth Management's XOP Position: Q3 2026 in Review

Koa Wealth Management reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 6.7% in Q3 2026, selling an estimated $61.7K and leaving 4,785 shares worth $858K. The position accounts for 0.56% of the portfolio, ranked #36.

Koa Wealth Management first reported a position in XOP in Q2 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold XOP as of Q3 2026.

  • Koa Wealth Management held 4,785 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $858K as of Q3 2026.
  • Koa Wealth Management sold 346 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2026, an estimated $61.7K.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.56% of Koa Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Koa Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2026 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.