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

Primoris 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
2023
Q4 		– Sell
-4,100
Closed -$1.12M – 93
2023
Q3 		$1.12M Buy
+4,100
New +$587K 1.36% 27

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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
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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Primoris Wealth Advisors's XOP Position: Q4 2023 in Review

Primoris Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2023, closing a stake of 4,100 shares — an estimated $1.12M sold.

Primoris Wealth Advisors first reported a position in XOP in Q3 2023 and held it in 1 quarter. The position peaked at $1.12M in Q3 2023. 393 funds tracked by Wall St. Rank hold XOP as of Q4 2023.

  • Primoris Wealth Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
  • Primoris Wealth Advisors sold 4,100 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $1.12M.
  • Primoris Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2023 and held it in 1 quarter.
  • Primoris Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.12M in Q3 2023.
  • 393 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Primoris Wealth Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.