Shelton Wealth Management’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$548K Sell
4,353
-804
-16% -$101K 0.26% 87
2025
Q1
$679K Sell
5,157
-8,586
-62% -$1.13M 0.37% 87
2024
Q4
$1.82M Sell
13,743
-3,102
-18% -$411K 0.94% 23
2024
Q3
$2.22M Sell
16,845
-918
-5% -$121K 1.2% 21
2024
Q2
$2.58M Sell
17,763
-2,774
-14% -$404K 1.47% 18
2024
Q1
$3.18M Sell
20,537
-1,765
-8% -$273K 2% 11
2023
Q4
$3.05M Sell
22,302
-7,841
-26% -$1.07M 2.17% 13
2023
Q3
$4.46M Buy
30,143
+1,033
+4% +$153K 3.57% 11
2023
Q2
$3.75M Buy
29,110
+3,054
+12% +$393K 2.91% 13
2023
Q1
$3.32M Buy
26,056
+2,987
+13% +$381K 2.7% 13
2022
Q4
$3.13M Buy
23,069
+2,976
+15% +$404K 2.48% 13
2022
Q3
$2.51M Buy
20,093
+3
+0% +$374 2.23% 14
2022
Q2
$2.4M Buy
20,090
+17,871
+805% +$2.13M 2.04% 17
2022
Q1
$299K Buy
+2,219
New +$299K 0.24% 54