Kovitz Investment Group Partners’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Kovitz Investment Group Partners’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
2025 Q3	–	Sell	-1,687	Closed	-$212K	–	1491
2025 Q2	$212K	Buy	+1,687	New	+$202K	﹤0.01%	1267
2025 Q1	–	Sell	-1,569	Closed	-$208K	–	1325
2024 Q4	$208K	Buy	+1,569	New	+$215K	﹤0.01%	1161

Other funds holding XOP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Kovitz Investment Group Partners's XOP Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2025, closing a stake of 1,687 shares — an estimated $212K sold.

Kovitz Investment Group Partners first reported a position in XOP in Q4 2024 and held it in 2 quarters. The position peaked at $212K in Q2 2025. 334 funds tracked by Wall St. Rank hold XOP as of Q3 2025.

Kovitz Investment Group Partners reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 1,687 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2025, an estimated $212K.
Kovitz Investment Group Partners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2024 and held it in 2 quarters.
Kovitz Investment Group Partners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $212K in Q2 2025.
334 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.