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

Phoenix Financial’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
-288,993
Closed -$38.1M – 455
2025
Q1 		$38.1M Hold
288,993
– – 0.58% 36
2024
Q4 		$38.3M Sell
288,993
-357,402
-55% -$48.9M 0.52% 42
2024
Q3 		$85M Sell
646,395
-510,319
-44% -$70.5M 1.26% 26
2024
Q2 		$168M Sell
1,156,714
-1,543,519
-57% -$233M 2.56% 9
2024
Q1 		$418M Buy
2,700,233
+869,853
+48% +$120M 5.78% 3
2023
Q4 		$282M Buy
1,830,380
+1,812,954
+10,404% +$255M 4.66% 4
2023
Q3 		$2.58M Buy
17,426
+11,830
+211% +$1.69M 0.05% 166
2023
Q2 		$721K Sell
5,596
-2,036
-27% -$255K 0.01% 231
2023
Q1 		$974K Buy
+7,632
New +$1.01M 0.02% 187
2022
Q2 		– Sell
-90,000
Closed -$12.1M – 434
2022
Q1 		$12.1M Buy
+90,000
New +$10.4M 0.2% 94
2021
Q4 		– Sell
-170,900
Closed -$16.5M – 443
2021
Q3 		$16.5M Sell
170,900
-795,429
-82% -$67.7M 0.29% 86
2021
Q2 		$93.4M Sell
966,329
-2,742
-0.3% -$239K 1.78% 7
2021
Q1 		$78.8M Buy
969,071
+957,933
+8,601% +$73.1M 1.78% 7
2020
Q4 		$651K Hold
11,138
– – 0.02% 243
2020
Q3 		$442K Hold
11,138
– – 0.02% 236
2020
Q2 		$552K Buy
+11,138
New +$562K 0.02% 238

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial's XOP Position: Q2 2025 in Review

Phoenix Financial sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2025, closing a stake of 288,993 shares — an estimated $38.1M sold.

Phoenix Financial first reported a position in XOP in Q2 2020 and held it in 16 quarters. The position peaked at $418M in Q1 2024. 348 funds tracked by Wall St. Rank hold XOP as of Q2 2025.

  • Phoenix Financial reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
  • Phoenix Financial sold 288,993 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $38.1M.
  • Phoenix Financial first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2020 and held it in 16 quarters.
  • Phoenix Financial's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $418M 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 Phoenix Financial's 13F filing for Q2 2025, filed 30 Jul 2025.