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

Octavia Wealth Advisors’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
-2,212
Closed -$278K – 270
2025
Q2 		$278K Sell
2,212
-493
-18% -$59.1K 0.03% 171
2025
Q1 		$356K Sell
2,705
-13
-0.5% -$1.74K 0.04% 151
2024
Q4 		$360K Sell
2,718
-39
-1% -$5.33K 0.04% 147
2024
Q3 		$363K Sell
2,757
-401
-13% -$55.4K 0.04% 151
2024
Q2 		$459K Sell
3,158
-150
-5% -$22.7K 0.06% 123
2024
Q1 		$513K Sell
3,308
-465
-12% -$64.4K 0.08% 114
2023
Q4 		$517K Sell
3,773
-825
-18% -$116K 0.09% 117
2023
Q3 		$680K Sell
4,598
-32
-0.7% -$4.58K 0.14% 81
2023
Q2 		$596K Buy
4,630
+853
+23% +$107K 0.12% 87
2023
Q1 		$482K Sell
3,777
-1,536
-29% -$204K 0.11% 92
2022
Q4 		$722K Sell
5,313
-1,634
-24% -$237K 0.18% 69
2022
Q3 		$866K Sell
6,947
-768
-10% -$101K 0.23% 64
2022
Q2 		$924K Buy
7,715
+1,580
+26% +$222K 0.24% 63
2022
Q1 		$825K Sell
6,135
-1,231
-17% -$142K 0.18% 72
2021
Q4 		$706K Sell
7,366
-520
-7% -$53.3K 0.15% 80
2021
Q3 		$764K Sell
7,886
-345
-4% -$29.4K 0.2% 71
2021
Q2 		$796K Sell
8,231
-2,725
-25% -$238K 0.21% 66
2021
Q1 		$891K Buy
10,956
+268
+3% +$20.5K 0.27% 66
2020
Q4 		$625K Buy
+10,688
New +$542K 0.2% 78

Other funds holding XOP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Octavia Wealth Advisors's XOP Position: Q3 2025 in Review

Octavia Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2025, closing a stake of 2,212 shares — an estimated $278K sold.

Octavia Wealth Advisors first reported a position in XOP in Q4 2020 and held it in 19 quarters. The position peaked at $924K in Q2 2022. 334 funds tracked by Wall St. Rank hold XOP as of Q3 2025.

  • Octavia Wealth Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2025 after selling out during the quarter.
  • Octavia Wealth Advisors sold 2,212 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2025, an estimated $278K.
  • Octavia Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2020 and held it in 19 quarters.
  • Octavia Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $924K in Q2 2022.
  • 334 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2025.

Based on Octavia Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.