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

Phoenix Wealth 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
2024
Q1 		– Sell
-11,128
Closed -$1.54M – 120
2023
Q4 		$1.54M Buy
+11,128
New +$1.57M 1.07% 32

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Phoenix Wealth Advisors's XOP Position: Q1 2024 in Review

Phoenix Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2024, closing a stake of 11,128 shares — an estimated $1.54M sold.

Phoenix Wealth Advisors first reported a position in XOP in Q4 2023 and held it in 1 quarter. The position peaked at $1.54M in Q4 2023. 390 funds tracked by Wall St. Rank hold XOP as of Q1 2024.

  • Phoenix Wealth Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 11,128 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $1.54M.
  • Phoenix Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2023 and held it in 1 quarter.
  • Phoenix Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.54M in Q4 2023.
  • 390 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.