Sanders Morris Harris’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Sanders Morris Harris’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	-25,296	Closed	-$3.35M	–	309
2024 Q4	$3.35M	Buy	+25,296	New	+$3.46M	0.5%	31
2024 Q2	–	Sell	-1,500	Closed	-$232K	–	304
2024 Q1	$232K	Buy	+1,500	New	+$208K	0.04%	230
2023 Q4	–	Sell	-2,000	Closed	-$296K	–	260
2023 Q3	$296K	Hold	2,000	–	–	0.06%	193
2023 Q2	$258K	Hold	2,000	–	–	0.06%	205
2023 Q1	$255K	Buy	+2,000	New	+$266K	0.09%	108
2022 Q4	–	Sell	-2,000	Closed	-$249K	–	264
2022 Q3	$249K	Hold	2,000	–	–	0.06%	223
2022 Q2	$239K	Sell	2,000 -1,750	-47%	-$246K	0.05%	236
2022 Q1	$505K	Hold	3,750	–	–	0.1%	166
2021 Q4	$360K	Hold	3,750	–	–	0.06%	213
2021 Q3	$363K	Hold	3,750	–	–	0.07%	213
2021 Q2	$363K	Hold	3,750	–	–	0.07%	223
2021 Q1	$305K	Hold	3,750	–	–	0.06%	226
2020 Q4	$219K	Buy	+3,750	New	+$190K	0.05%	248
2020 Q1	–	Sell	-3,750	Closed	-$461K	–	278
2019 Q4	$461K	Hold	3,750	–	–	0.1%	168
2019 Q3	$335K	Hold	3,750	–	–	0.08%	190
2019 Q2	$409K	Hold	3,750	–	–	0.11%	175
2019 Q1	$461K	Hold	3,750	–	–	0.22%	63
2018 Q4	$398K	Hold	3,750	–	–	0.22%	63
2018 Q3	$649K	Hold	3,750	–	–	0.3%	54
2018 Q2	$646K	Hold	3,750	–	–	0.3%	52
2018 Q1	$528K	Hold	3,750	–	–	0.22%	72
2017 Q4	$558K	Hold	3,750	–	–	0.24%	59
2017 Q3	$511K	Hold	3,750	–	–	0.22%	74
2017 Q2	$479K	Buy	3,750 +1,000	+36%	+$137K	0.2%	65
2017 Q1	$412K	Hold	2,750	–	–	0.15%	84
2016 Q4	$456K	Hold	2,750	–	–	0.21%	66
2016 Q3	$433K	Sell	2,750 -66	-2%	-$9.47K	0.13%	90
2016 Q2	$392K	Hold	2,816	–	–	0.09%	160
2016 Q1	$334K	Buy	+2,816	New	+$305K	0.06%	236

Other funds holding XOP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Sanders Morris Harris's XOP Position: Q1 2025 in Review

Sanders Morris Harris sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2025, closing a stake of 25,296 shares — an estimated $3.35M sold.

Sanders Morris Harris first reported a position in XOP in Q1 2016 and held it in 29 quarters. The position peaked at $3.35M in Q4 2024. 353 funds tracked by Wall St. Rank hold XOP as of Q1 2025.

Sanders Morris Harris reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
Sanders Morris Harris sold 25,296 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2025, an estimated $3.35M.
Sanders Morris Harris first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2016 and held it in 29 quarters.
Sanders Morris Harris's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $3.35M in Q4 2024.
353 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2025.

Based on Sanders Morris Harris's 13F filing for Q1 2025, filed 9 Apr 2025.