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

Sunbeam Capital 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 Q1	–	Sell	-1,777	Closed	-$224K	–	114
2025 Q4	$224K	Hold	1,777	–	–	0.13%	98
2025 Q3	$235K	Sell	1,777 -252	-12%	-$32.5K	0.15%	92
2025 Q2	$255K	Buy	2,029 +1	+0%	+$120	0.19%	75
2025 Q1	$267K	Buy	2,028 +2	+0.1%	+$268	0.25%	67
2024 Q4	$268K	Buy	+2,026	New	+$277K	0.25%	68

Other funds holding XOP

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MASUI

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sunbeam Capital Management's XOP Position: Q1 2026 in Review

Sunbeam Capital Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2026, closing a stake of 1,777 shares — an estimated $224K sold.

Sunbeam Capital Management first reported a position in XOP in Q4 2024 and held it in 5 quarters. The position peaked at $268K in Q4 2024. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Sunbeam Capital Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2026 after selling out during the quarter.
Sunbeam Capital Management sold 1,777 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $224K.
Sunbeam Capital Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2024 and held it in 5 quarters.
Sunbeam Capital Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $268K in Q4 2024.
403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Sunbeam Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.