PWM
XOP icon

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

Perigon 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
Q4 		– Sell
-1,375
Closed -$203K – 880
2023
Q3 		$203K Buy
+1,375
New +$197K 0.01% 729

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Perigon Wealth Management's XOP Position: Q4 2023 in Review

Perigon Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2023, closing a stake of 1,375 shares — an estimated $203K sold.

Perigon Wealth Management first reported a position in XOP in Q3 2023 and held it in 1 quarter. The position peaked at $203K in Q3 2023. 394 funds tracked by Wall St. Rank hold XOP as of Q4 2023.

  • Perigon Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
  • Perigon Wealth Management sold 1,375 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $203K.
  • Perigon Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2023 and held it in 1 quarter.
  • Perigon Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $203K in Q3 2023.
  • 394 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Perigon Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.