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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
Q3 		$1.84M Sell
10,263
-10
-0.1% -$1.78K 0.3% 54
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

CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
KWM
Koa Wealth Management Encinitas, California $154M AUM 13.16% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Pettinga Financial Advisors's XOP Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 0.1% in Q3 2026, selling an estimated $1.78K and leaving 10,263 shares worth $1.84M. The position accounts for 0.3% of the portfolio, ranked #54.

Pettinga Financial Advisors first reported a position in XOP in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.1M in Q1 2022. 28 funds tracked by Wall St. Rank hold XOP as of Q3 2026.

  • Pettinga Financial Advisors held 10,263 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $1.84M as of Q3 2026.
  • Pettinga Financial Advisors sold 10 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2026, an estimated $1.78K.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.3% of Pettinga Financial Advisors's portfolio in Q3 2026, its #54 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 30 quarters since.
  • Pettinga Financial Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $3.1M in Q1 2022.
  • 28 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.