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

Laurel Oak 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 Q2	$804K	Buy	5,211 +222	+4%	+$37.1K	0.12%	145
2026 Q1	$907K	Buy	4,989 +184	+4%	+$27.7K	0.15%	120
2025 Q4	$607K	Buy	+4,805	New	+$622K	0.1%	160

Other funds holding XOP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

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

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Laurel Oak Wealth Management's XOP Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 4.4% in Q2 2026, buying an estimated $37.1K and bringing the position to 5,211 shares worth $804K. The position accounts for 0.12% of the portfolio, ranked #145.

Laurel Oak Wealth Management first reported a position in XOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $907K in Q1 2026. 392 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Laurel Oak Wealth Management held 5,211 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $804K as of Q2 2026.
Laurel Oak Wealth Management bought 222 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $37.1K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.12% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #145 holding.
Laurel Oak Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $907K in Q1 2026.
392 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.