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

Synergy Asset 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	–	Sell	-1,918	Closed	-$349K	–	333
2026 Q1	$349K	Buy	+1,918	New	+$289K	0.04%	191
2025 Q1	–	Sell	-15	Closed	-$1.97K	–	885
2024 Q4	$1.97K	Buy	+15	New	+$2.05K	﹤0.01%	677

Other funds holding XOP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Synergy Asset Management's XOP Position: Q2 2026 in Review

Synergy Asset Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2026, closing a stake of 1,918 shares — an estimated $349K sold.

Synergy Asset Management first reported a position in XOP in Q4 2024 and held it in 2 quarters. The position peaked at $349K in Q1 2026. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Synergy Asset Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2026 after selling out during the quarter.
Synergy Asset Management sold 1,918 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $349K.
Synergy Asset Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2024 and held it in 2 quarters.
Synergy Asset Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $349K in Q1 2026.
388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.