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

NEIRG 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
2023 Q3	–	Sell	-4,862	Closed	-$626K	–	147
2023 Q2	$626K	Sell	4,862 -1,749	-26%	-$219K	0.12%	90
2023 Q1	$843K	Sell	6,611 -20,148	-75%	-$2.68M	0.15%	92
2022 Q4	$3.64M	Sell	26,759 -476	-2%	-$69K	0.68%	45
2022 Q3	$3.4M	Sell	27,235 -921	-3%	-$122K	0.68%	42
2022 Q2	$3.36M	Buy	28,156 +69	+0.2%	+$9.69K	0.73%	36
2022 Q1	$3.78M	Buy	+28,087	New	+$3.23M	0.74%	38

Other funds holding XOP

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

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

NEIRG Wealth Management's XOP Position: Q3 2023 in Review

NEIRG Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2023, closing a stake of 4,862 shares — an estimated $626K sold.

NEIRG Wealth Management first reported a position in XOP in Q1 2022 and held it in 6 quarters. The position peaked at $3.78M in Q1 2022. 390 funds tracked by Wall St. Rank hold XOP as of Q3 2023.

NEIRG Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 4,862 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2023, an estimated $626K.
NEIRG Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2022 and held it in 6 quarters.
NEIRG Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $3.78M in Q1 2022.
390 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.