NWM
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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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return