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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-37,464	Closed	-$4.89M	–	63
2024 Q4	$4.89M	Buy	+37,464	New	+$4.89M	1.27%	18