Private Advisory Group’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Private Advisory Group’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 Q1	–	Sell	-3,942	Closed	-$522K	–	244
2024 Q4	$522K	Buy	3,942 +798	+25%	+$109K	0.06%	144
2024 Q3	$413K	Sell	3,144 -62,651	-95%	-$8.66M	0.05%	155
2024 Q2	$9.57M	Buy	+65,795	New	+$9.95M	1.25%	15
2022 Q4	–	Sell	-2,559	Closed	-$319K	–	226
2022 Q3	$319K	Buy	+2,559	New	+$338K	0.07%	149

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Private Advisory Group's XOP Position: Q1 2025 in Review

Private Advisory Group sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2025, closing a stake of 3,942 shares — an estimated $522K sold.

Private Advisory Group first reported a position in XOP in Q3 2022 and held it in 4 quarters. The position peaked at $9.57M in Q2 2024. 351 funds tracked by Wall St. Rank hold XOP as of Q1 2025.

Private Advisory Group reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
Private Advisory Group sold 3,942 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2025, an estimated $522K.
Private Advisory Group first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2022 and held it in 4 quarters.
Private Advisory Group's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $9.57M in Q2 2024.
351 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2025.

Based on Private Advisory Group's 13F filing for Q1 2025, filed 8 May 2025.