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

Pettinga Financial 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
2026
Q2 		$1.58M Buy
10,273
+1,100
+12% +$184K 0.25% 60
2026
Q1 		$1.67M Sell
9,173
-5,050
-36% -$761K 0.31% 52
2025
Q4 		$1.8M Sell
14,223
-1,149
-7% -$149K 0.34% 50
2025
Q3 		$2.03M Sell
15,372
-195
-1% -$25.2K 0.4% 48
2025
Q2 		$1.96M Sell
15,567
-225
-1% -$27K 0.43% 42
2025
Q1 		$2.08M Sell
15,792
-2,715
-15% -$364K 0.49% 45
2024
Q4 		$2.45M Sell
18,507
-2,124
-10% -$291K 0.55% 42
2024
Q3 		$2.71M Buy
20,631
+1,090
+6% +$151K 0.64% 34
2024
Q2 		$2.84M Buy
19,541
+330
+2% +$49.9K 0.71% 34
2024
Q1 		$2.98M Buy
19,211
+671
+4% +$92.9K 0.76% 31
2023
Q4 		$2.54M Buy
18,540
+1,827
+11% +$257K 0.68% 38
2023
Q3 		$2.47M Buy
16,713
+245
+1% +$35.1K 0.75% 30
2023
Q2 		$2.12M Buy
16,468
+110
+0.7% +$13.8K 0.63% 33
2023
Q1 		$2.09M Buy
16,358
+577
+4% +$76.6K 0.65% 32
2022
Q4 		$2.14M Sell
15,781
-4,144
-21% -$601K 0.7% 34
2022
Q3 		$2.48M Sell
19,925
-4,350
-18% -$574K 0.85% 27
2022
Q2 		$2.9M Buy
24,275
+1,230
+5% +$173K 0.87% 30
2022
Q1 		$3.1M Sell
23,045
-5,455
-19% -$628K 0.78% 32
2021
Q4 		$2.73M Buy
28,500
+4,480
+19% +$459K 0.66% 39
2021
Q3 		$2.32M Buy
24,020
+13,988
+139% +$1.19M 0.59% 39
2021
Q2 		$970K Buy
10,032
+845
+9% +$73.8K 0.26% 52
2021
Q1 		$747K Buy
9,187
+839
+10% +$64K 0.22% 57
2020
Q4 		$488K Sell
8,348
-50
-0.6% -$2.53K 0.17% 56
2020
Q3 		$353K Buy
+8,398
New +$422K 0.15% 61
2020
Q1 		– Sell
-3,175
Closed -$301K – 93
2019
Q4 		$301K Buy
3,175
+580
+22% +$50.3K 0.16% 67
2019
Q3 		$232K Hold
2,595
– – 0.13% 83
2019
Q2 		$283K Buy
2,595
+275
+12% +$31.7K 0.15% 78
2019
Q1 		$285K Buy
2,320
+100
+5% +$12K 0.15% 74
2018
Q4 		$236K Buy
+2,220
New +$310K 0.16% 77

Other funds holding XOP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Pettinga Financial Advisors's XOP Position: Q2 2026 in Review

Pettinga Financial Advisors increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 12% in Q2 2026, buying an estimated $184K and bringing the position to 10,273 shares worth $1.58M. The position accounts for 0.25% of the portfolio, ranked #60.

Pettinga Financial Advisors first reported a position in XOP in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.1M in Q1 2022. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

  • Pettinga Financial Advisors held 10,273 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $1.58M as of Q2 2026.
  • Pettinga Financial Advisors bought 1,100 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $184K.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.25% of Pettinga Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Pettinga Financial Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2018 and has held it in 29 quarters since.
  • Pettinga Financial Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $3.1M in Q1 2022.
  • 388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.