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

Perennial Investment 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 Q2	–	Sell	-1,873	Closed	-$247K	–	504
2025 Q1	$247K	Sell	1,873 -172	-8%	-$23.1K	0.03%	361
2024 Q4	$271K	Sell	2,045 -668	-25%	-$91.4K	0.03%	323
2024 Q3	$357K	Sell	2,713 -4,055	-60%	-$560K	0.05%	261
2024 Q2	$985K	Sell	6,768 -1,426	-17%	-$216K	0.14%	121
2024 Q1	$1.27M	Sell	8,194 -425	-5%	-$58.9K	0.19%	90
2023 Q4	$1.18M	Buy	8,619 +76	+0.9%	+$10.7K	0.2%	94
2023 Q3	$1.26M	Buy	8,543 +347	+4%	+$49.7K	0.23%	91
2023 Q2	$1.06M	Sell	8,196 -203	-2%	-$25.4K	0.19%	104
2023 Q1	$1.07M	Buy	8,399 +76	+0.9%	+$10.1K	0.2%	99
2022 Q4	$1.13M	Buy	8,323 +289	+4%	+$41.9K	0.46%	44
2022 Q3	$1M	Sell	8,034 -817	-9%	-$108K	0.45%	45
2022 Q2	$1.06M	Buy	8,851 +994	+13%	+$140K	0.41%	51
2022 Q1	$1.06M	Buy	7,857 +3,034	+63%	+$349K	0.33%	60
2021 Q4	$463K	Buy	+4,823	New	+$494K	0.14%	127

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Perennial Investment Advisors's XOP Position: Q2 2025 in Review

Perennial Investment Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2025, closing a stake of 1,873 shares — an estimated $247K sold.

Perennial Investment Advisors first reported a position in XOP in Q4 2021 and held it in 14 quarters. The position peaked at $1.27M in Q1 2024. 348 funds tracked by Wall St. Rank hold XOP as of Q2 2025.

Perennial Investment Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
Perennial Investment Advisors sold 1,873 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $247K.
Perennial Investment Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2021 and held it in 14 quarters.
Perennial Investment Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.27M in Q1 2024.
348 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Perennial Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.