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

Regal Investment 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	-1,622	Closed	-$222K	–	607
2023 Q4	$222K	Buy	+1,622	New	+$228K	0.02%	492
2015 Q4	–	Sell	-26	Closed	-$3K	–	891
2015 Q3	$3K	Hold	26	–	–	﹤0.01%	907
2015 Q2	$4K	Hold	26	–	–	﹤0.01%	792
2015 Q1	$5K	Hold	26	–	–	﹤0.01%	823
2014 Q4	$5K	Buy	26 +1	+4%	+$222	﹤0.01%	759
2014 Q3	$7K	Hold	25	–	–	﹤0.01%	754
2014 Q2	$8K	Hold	25	–	–	﹤0.01%	706
2014 Q1	$7K	Hold	25	–	–	﹤0.01%	704
2013 Q4	$7K	Sell	25 -1	-4%	-$273	﹤0.01%	645
2013 Q3	$7K	Buy	26 +1	+4%	+$251	﹤0.01%	671
2013 Q2	$6K	Buy	+25	New	+$5.92K	﹤0.01%	678

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

Regal Investment Advisors's XOP Position: Q1 2024 in Review

Regal Investment Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2024, closing a stake of 1,622 shares — an estimated $222K sold.

Regal Investment Advisors first reported a position in XOP in Q2 2013 and held it in 11 quarters. The position peaked at $222K in Q4 2023. 390 funds tracked by Wall St. Rank hold XOP as of Q1 2024.

Regal Investment 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.
Regal Investment Advisors sold 1,622 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $222K.
Regal Investment Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2013 and held it in 11 quarters.
Regal Investment Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $222K in Q4 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 Regal Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.