LDB
XOP icon

Lee, Danner & Bass’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-90
Closed -$11.9K – 727
2024
Q4 		$11.9K Buy
+90
New +$12.3K ﹤0.01% 518
2023
Q4 		– Sell
-7,115
Closed -$1.05M – 208
2023
Q3 		$1.05M Buy
+7,115
New +$1.02M 0.1% 119

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Lee, Danner & Bass's XOP Position: Q1 2025 in Review

Lee, Danner & Bass sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2025, closing a stake of 90 shares — an estimated $11.9K sold.

Lee, Danner & Bass first reported a position in XOP in Q3 2023 and held it in 2 quarters. The position peaked at $1.05M in Q3 2023. 353 funds tracked by Wall St. Rank hold XOP as of Q1 2025.

  • Lee, Danner & Bass reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 90 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2025, an estimated $11.9K.
  • Lee, Danner & Bass first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2023 and held it in 2 quarters.
  • Lee, Danner & Bass's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.05M in Q3 2023.
  • 353 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.