Stamos Capital Partners’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.36M	Sell	7,471 -14,431	-66%	-$2.17M	0.21%	108
2025 Q4	$2.77M	Buy	21,902 +4,162	+23%	+$539K	0.44%	71
2025 Q3	$2.35M	Sell	17,740 -11,687	-40%	-$1.51M	0.44%	62
2025 Q2	$3.7M	Buy	29,427 +14,066	+92%	+$1.69M	0.66%	51
2025 Q1	$2.02M	Sell	15,361 -2,099	-12%	-$282K	0.53%	60
2024 Q4	$2.31M	Buy	17,460 +30	+0.2%	+$4.1K	0.54%	49
2024 Q3	$2.29M	Buy	17,430 +3,670	+27%	+$507K	0.54%	60
2024 Q2	$2M	Sell	13,760 -820	-6%	-$124K	0.42%	65
2024 Q1	$2.26M	Sell	14,580 -1,830	-11%	-$253K	0.51%	53
2023 Q4	$2.25M	Sell	16,410 -3,950	-19%	-$556K	0.61%	48
2023 Q3	$3.01M	Sell	20,360 -4,290	-17%	-$615K	0.67%	44
2023 Q2	$3.18M	Buy	24,650 +8,800	+56%	+$1.1M	0.74%	41
2023 Q1	$2.02M	Buy	15,850 +8,450	+114%	+$1.12M	0.52%	63
2022 Q4	$1.01M	Sell	7,400 -8,060	-52%	-$1.17M	0.32%	68
2022 Q3	$1.93M	Sell	15,460 -320	-2%	-$42.2K	0.49%	59
2022 Q2	$1.89M	Sell	15,780 -2,700	-15%	-$379K	0.57%	42
2022 Q1	$2.49M	Sell	18,480 -12,820	-41%	-$1.48M	0.83%	34
2021 Q4	$3M	Sell	31,300 -5,540	-15%	-$567K	1.39%	27
2021 Q3	$3.56M	Buy	36,840 +8,400	+30%	+$715K	1.99%	24
2021 Q2	$2.75M	Sell	28,440 -23,660	-45%	-$2.07M	1.45%	29
2021 Q1	$4.24M	Hold	52,100	–	–	2.14%	22
2020 Q4	$3.05M	Sell	52,100 -92,900	-64%	-$4.71M	1.3%	23
2020 Q3	$6.1M	Buy	145,000 +87,000	+150%	+$4.38M	2.27%	15
2020 Q2	$3.03M	Sell	58,000 -95,046	-62%	-$4.8M	1.73%	15
2020 Q1	$5.04M	Buy	153,046 +121,208	+381%	+$8.02M	2.65%	12
2019 Q4	$3.02M	Buy	+31,838	New	+$2.76M	2.44%	8
2019 Q3	–	Sell	-18,750	Closed	-$2.04M	–	55
2019 Q2	$2.04M	Sell	18,750 -500	-3%	-$57.7K	2.04%	10
2019 Q1	$2.34M	Sell	19,250 -79,750	-81%	-$9.6M	3%	10
2018 Q4	$10.5M	Buy	+99,000	New	+$13.8M	7.92%	1