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

Prevail Innovative 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	-3,825	Closed	-$524K	–	194
2023 Q4	$524K	Buy	+3,825	New	+$538K	0.25%	98
2023 Q3	–	Sell	-6,759	Closed	-$871K	–	167
2023 Q2	$871K	Buy	+6,759	New	+$847K	0.48%	66

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Prevail Innovative Wealth Advisors's XOP Position: Q1 2024 in Review

Prevail Innovative Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2024, closing a stake of 3,825 shares — an estimated $524K sold.

Prevail Innovative Wealth Advisors first reported a position in XOP in Q2 2023 and held it in 2 quarters. The position peaked at $871K in Q2 2023. 390 funds tracked by Wall St. Rank hold XOP as of Q1 2024.

Prevail Innovative 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.
Prevail Innovative Wealth Advisors sold 3,825 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $524K.
Prevail Innovative Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2023 and held it in 2 quarters.
Prevail Innovative Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $871K in Q2 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 Prevail Innovative Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.