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

SFMG 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
2024 Q3	–	Sell	-1,670	Closed	-$243K	–	286
2024 Q2	$243K	Hold	1,670	–	–	0.02%	217
2024 Q1	$259K	Hold	1,670	–	–	0.02%	216
2023 Q4	$229K	Hold	1,670	–	–	0.02%	221
2023 Q3	$247K	Hold	1,670	–	–	0.03%	200
2023 Q2	$215K	Hold	1,670	–	–	0.02%	220
2023 Q1	$213K	Hold	1,670	–	–	0.02%	225
2022 Q4	$227K	Hold	1,670	–	–	0.03%	213
2022 Q3	$233K	Sell	1,670 -531	-24%	-$70.1K	0.03%	201
2022 Q2	$263K	Buy	2,201 +11	+0.5%	+$1.54K	0.03%	197
2022 Q1	$295K	Buy	+2,190	New	+$252K	0.03%	202

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

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

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

MASUI

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

SFMG Wealth Advisors's XOP Position: Q3 2024 in Review

SFMG Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2024, closing a stake of 1,670 shares — an estimated $243K sold.

SFMG Wealth Advisors first reported a position in XOP in Q1 2022 and held it in 10 quarters. The position peaked at $295K in Q1 2022. 367 funds tracked by Wall St. Rank hold XOP as of Q3 2024.

SFMG Wealth Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2024 after selling out during the quarter.
SFMG Wealth Advisors sold 1,670 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2024, an estimated $243K.
SFMG Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2022 and held it in 10 quarters.
SFMG Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $295K in Q1 2022.
367 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2024.

Based on SFMG Wealth Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.