Private Wealth Asset Management’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Private Wealth Asset Management’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
2026 Q1	$288K	Hold	1,582	–	–	0.03%	222
2025 Q4	$200K	Hold	1,582	–	–	0.02%	260
2025 Q3	$209K	Hold	1,582	–	–	0.02%	237
2025 Q2	$199K	Hold	1,582	–	–	0.03%	235
2025 Q1	$208K	Buy	+1,582	New	+$212K	0.03%	226

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

MASUI

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Wealth Asset Management's XOP Position: Q1 2026 in Review

Private Wealth Asset Management held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q1 2026 at 1,582 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #222.

Private Wealth Asset Management first reported a position in XOP in Q1 2025 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Private Wealth Asset Management held 1,582 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $288K as of Q1 2026.
Private Wealth Asset Management left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q1 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.03% of Private Wealth Asset Management's portfolio in Q1 2026, its #222 holding.
Private Wealth Asset Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2025 and has held it in 5 quarters since.
403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.