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

Shelton Wealth 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
Q2 		$605K Sell
3,922
-311
-7% -$52K 0.24% 93
2026
Q1 		$770K Sell
4,233
-156
-4% -$23.5K 0.34% 88
2025
Q4 		$554K Buy
4,389
+38
+0.9% +$4.92K 0.24% 92
2025
Q3 		$575K Sell
4,351
-2
-0% -$258 0.26% 88
2025
Q2 		$548K Sell
4,353
-804
-16% -$96.4K 0.26% 90
2025
Q1 		$679K Sell
5,157
-8,586
-62% -$1.15M 0.37% 92
2024
Q4 		$1.82M Sell
13,743
-3,102
-18% -$424K 0.94% 24
2024
Q3 		$2.22M Sell
16,845
-918
-5% -$127K 1.2% 21
2024
Q2 		$2.58M Sell
17,763
-2,774
-14% -$420K 1.47% 18
2024
Q1 		$3.18M Sell
20,537
-1,765
-8% -$244K 2% 11
2023
Q4 		$3.05M Sell
22,302
-7,841
-26% -$1.1M 2.17% 13
2023
Q3 		$4.46M Buy
30,143
+1,033
+4% +$148K 3.57% 11
2023
Q2 		$3.75M Buy
29,110
+3,054
+12% +$383K 2.91% 13
2023
Q1 		$3.32M Buy
26,056
+2,987
+13% +$397K 2.7% 13
2022
Q4 		$3.13M Buy
23,069
+2,976
+15% +$432K 2.48% 13
2022
Q3 		$2.51M Buy
20,093
+3
+0% +$396 2.23% 14
2022
Q2 		$2.4M Buy
20,090
+17,871
+805% +$2.51M 2.04% 17
2022
Q1 		$299K Buy
+2,219
New +$255K 0.24% 54

Other funds holding XOP

CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
CA
Corecam AG Zurich $117M AUM
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Shelton Wealth Management's XOP Position: Q2 2026 in Review

Shelton Wealth Management reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 7.3% in Q2 2026, selling an estimated $52K and leaving 3,922 shares worth $605K. The position accounts for 0.24% of the portfolio, ranked #93.

Shelton Wealth Management first reported a position in XOP in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.46M in Q3 2023. 38 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

  • Shelton Wealth Management held 3,922 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $605K as of Q2 2026.
  • Shelton Wealth Management sold 311 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $52K.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.24% of Shelton Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Shelton Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2022 and has held it in 18 quarters since.
  • Shelton Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $4.46M in Q3 2023.
  • 38 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.