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

Parcion Private Wealth’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 Q1	–	Sell	-1,752	Closed	-$238K	–	202
2022 Q4	$238K	Buy	+1,752	New	+$254K	0.03%	179
2022 Q3	–	Sell	-2,000	Closed	-$243K	–	219
2022 Q2	$243K	Hold	2,000	–	–	0.02%	198
2022 Q1	$269K	Hold	2,000	–	–	0.03%	174
2021 Q4	$222K	Buy	+2,000	New	+$205K	0.02%	182
2021 Q2	–	Sell	-3,400	Closed	-$277K	–	202
2021 Q1	$277K	Buy	+3,400	New	+$259K	0.03%	169
2020 Q1	–	Sell	-18,122	Closed	-$1.72M	–	240
2019 Q4	$1.72M	Buy	+18,122	New	+$1.57M	0.38%	59

Other funds holding XOP

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return