Pin Oak Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pin Oak Investment Advisors’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$151K	Hold	2,852	–	–	0.11%	137
2026 Q1	$175K	Hold	2,852	–	–	0.12%	113
2025 Q4	$152K	Sell	2,852 -460	-14%	-$20.5K	0.11%	125
2025 Q3	$148K	Buy	3,312 +164	+5%	+$7.18K	0.11%	124
2025 Q2	$147K	Sell	3,148 -414	-12%	-$17.2K	0.12%	116
2025 Q1	$145K	Sell	3,562 -238	-6%	-$10.7K	0.11%	123
2024 Q4	$167K	Hold	3,800	–	–	0.15%	101
2024 Q3	$166K	Buy	3,800 +320	+9%	+$14.3K	0.15%	102
2024 Q2	$159K	Buy	3,480 +1,728	+99%	+$80.5K	0.15%	98
2024 Q1	$83K	Buy	1,752 +228	+15%	+$9.79K	0.08%	148
2023 Q4	$64K	Sell	1,524 -192	-11%	-$8.21K	0.06%	153
2023 Q3	$78K	Buy	1,716 +1,188	+225%	+$52K	0.09%	138
2023 Q2	$21K	Hold	528	–	–	0.02%	245
2023 Q1	$22K	Buy	528 +236	+81%	+$10.1K	0.03%	228
2022 Q4	$13K	Hold	292	–	–	0.02%	271
2022 Q3	$11K	Hold	292	–	–	0.01%	272
2022 Q2	$10K	Hold	292	–	–	0.01%	307
2022 Q1	$11K	Hold	292	–	–	0.01%	323
2021 Q4	$8K	Hold	292	–	–	0.01%	336
2021 Q3	$8K	Hold	292	–	–	0.01%	327
2021 Q2	$8K	Buy	292 +42	+17%	+$1.09K	0.01%	326
2021 Q1	$6K	Hold	250	–	–	0.01%	352
2020 Q4	$5K	Hold	250	–	–	﹤0.01%	378
2020 Q3	$4K	Hold	250	–	–	﹤0.01%	364
2020 Q2	$5K	Hold	250	–	–	﹤0.01%	343
2020 Q1	$4K	Hold	250	–	–	﹤0.01%	357
2019 Q4	$8K	Hold	250	–	–	0.01%	342
2019 Q3	$7K	Sell	250 -56	-18%	-$1.69K	0.01%	359
2019 Q2	$10K	Sell	306 -494	-62%	-$15.8K	0.01%	360
2019 Q1	$26K	Hold	800	–	–	0.02%	230
2018 Q4	$23K	Sell	800 -288	-26%	-$9.64K	0.02%	232
2018 Q3	$41K	Sell	1,088 -200	-16%	-$7.5K	0.03%	206
2018 Q2	$49K	Buy	1,288 +200	+18%	+$7.43K	0.04%	195
2018 Q1	$37K	Hold	1,088	–	–	0.03%	214
2017 Q4	$39K	Buy	+1,088	New	+$37.5K	0.03%	214

Other funds holding XLE

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Pin Oak Investment Advisors's XLE Position: Q2 2026 in Review

Pin Oak Investment Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 2,852 shares worth $151K. The position accounts for 0.11% of the portfolio, ranked #137.

Pin Oak Investment Advisors first reported a position in XLE in Q4 2017 and has held it in 35 quarters since. The position peaked at $175K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Pin Oak Investment Advisors held 2,852 shares of State Street Energy Select Sector SPDR ETF worth $151K as of Q2 2026.
Pin Oak Investment Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.11% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #137 holding.
Pin Oak Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
Pin Oak Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $175K in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.