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

Stockman 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
2023 Q4	–	Sell	-1,407	Closed	-$208K	–	187
2023 Q3	$208K	Buy	+1,407	New	+$202K	0.05%	172
2023 Q2	–	Sell	-2,484	Closed	-$317K	–	209
2023 Q1	$317K	Sell	2,484 -2,306	-48%	-$306K	0.07%	149
2022 Q4	$651K	Sell	4,790 -7,610	-61%	-$1.1M	0.15%	94
2022 Q3	$1.55M	Sell	12,400 -289	-2%	-$38.1K	0.42%	50
2022 Q2	$1.52M	Sell	12,689 -299	-2%	-$42K	0.39%	50
2022 Q1	$1.75M	Sell	12,988 -1,390	-10%	-$160K	0.36%	53
2021 Q4	$1.38M	Buy	14,378 +252	+2%	+$25.8K	0.28%	61
2021 Q3	$1.37M	Buy	14,126 +3,223	+30%	+$274K	0.3%	61
2021 Q2	$1.05M	Buy	10,903 +479	+5%	+$41.8K	0.25%	70
2021 Q1	$848K	Sell	10,424 -2,740	-21%	-$209K	0.24%	72
2020 Q4	$770K	Sell	13,164 -5,799	-31%	-$294K	0.24%	74
2020 Q3	$798K	Buy	18,963 +2,661	+16%	+$134K	0.29%	68
2020 Q2	$851K	Buy	16,302 +9,316	+133%	+$470K	0.32%	66
2020 Q1	$230K	Buy	6,986 +4,390	+169%	+$291K	0.1%	124
2019 Q4	$246K	Buy	+2,596	New	+$225K	0.09%	148

Other funds holding XOP

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Stockman Wealth Management's XOP Position: Q4 2023 in Review

Stockman Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2023, closing a stake of 1,407 shares — an estimated $208K sold.

Stockman Wealth Management first reported a position in XOP in Q4 2019 and held it in 15 quarters. The position peaked at $1.75M in Q1 2022. 393 funds tracked by Wall St. Rank hold XOP as of Q4 2023.

Stockman Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
Stockman Wealth Management sold 1,407 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $208K.
Stockman Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2019 and held it in 15 quarters.
Stockman Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.75M in Q1 2022.
393 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Stockman Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.