ORG Partners’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

ORG Partners’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	-8,772	Closed	-$1.16M	–	1616
2024 Q4	$1.16M	Buy	8,772 +1,092	+14%	+$149K	0.16%	103
2024 Q3	$1.01M	Buy	7,680 +285	+4%	+$39.4K	0.16%	106
2024 Q2	$1.08M	Buy	+7,395	New	+$1.12M	0.13%	135
2024 Q1	–	Sell	-6,613	Closed	-$906K	–	1146
2023 Q4	$906K	Sell	6,613 -80	-1%	-$11.3K	0.15%	125
2023 Q3	$990K	Buy	6,693 +65	+1%	+$9.31K	0.29%	84
2023 Q2	$855K	Buy	+6,628	New	+$830K	0.14%	143

Other funds holding XOP

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

ORG Partners's XOP Position: Q1 2025 in Review

ORG Partners sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2025, closing a stake of 8,772 shares — an estimated $1.16M sold.

ORG Partners first reported a position in XOP in Q2 2023 and held it in 6 quarters. The position peaked at $1.16M in Q4 2024. 353 funds tracked by Wall St. Rank hold XOP as of Q1 2025.

ORG Partners reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 8,772 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2025, an estimated $1.16M.
ORG Partners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2023 and held it in 6 quarters.
ORG Partners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.16M in Q4 2024.
353 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.