Personal CFO Solutions’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Personal CFO Solutions’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
2024 Q1	–	Sell	-5,043	Closed	-$691K	–	578
2023 Q4	$691K	Buy	5,043 +184	+4%	+$25.9K	0.12%	173
2023 Q3	$719K	Sell	4,859 -76	-2%	-$10.9K	0.14%	139
2023 Q2	$636K	Buy	4,935 +220	+5%	+$27.6K	0.13%	159
2023 Q1	$602K	Sell	4,715 -594	-11%	-$78.9K	0.12%	156
2022 Q4	$721K	Buy	5,309 +163	+3%	+$23.6K	0.15%	132
2022 Q3	$642K	Buy	5,146 +73	+1%	+$9.63K	0.16%	124
2022 Q2	$606K	Buy	5,073 +132	+3%	+$18.5K	0.14%	126
2022 Q1	$665K	Buy	4,941 +995	+25%	+$115K	0.13%	148
2021 Q4	$378K	Buy	3,946 +381	+11%	+$39K	0.07%	260
2021 Q3	$345K	Sell	3,565 -277	-7%	-$23.6K	0.07%	255
2021 Q2	$371K	Buy	+3,842	New	+$335K	0.08%	235

Other funds holding XOP

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Personal CFO Solutions's XOP Position: Q1 2024 in Review

Personal CFO Solutions sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2024, closing a stake of 5,043 shares — an estimated $691K sold.

Personal CFO Solutions first reported a position in XOP in Q2 2021 and held it in 11 quarters. The position peaked at $721K in Q4 2022. 389 funds tracked by Wall St. Rank hold XOP as of Q1 2024.

Personal CFO Solutions reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
Personal CFO Solutions sold 5,043 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $691K.
Personal CFO Solutions first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2021 and held it in 11 quarters.
Personal CFO Solutions's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $721K in Q4 2022.
389 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Personal CFO Solutions's 13F filing for Q1 2024, filed 13 May 2024.