TrustWell Financial Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

TrustWell Financial Advisors’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	$861K	Buy	5,583 +994	+22%	+$166K	0.73%	21
2026 Q1	$834K	Buy	4,589 +376	+9%	+$56.6K	0.78%	18
2025 Q4	$532K	Buy	+4,213	New	+$546K	0.51%	29

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

TrustWell Financial Advisors's XOP Position: Q2 2026 in Review

TrustWell Financial Advisors increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 22% in Q2 2026, buying an estimated $166K and bringing the position to 5,583 shares worth $861K. The position accounts for 0.73% of the portfolio, ranked #21.

TrustWell Financial Advisors first reported a position in XOP in Q4 2025 and has held it in 3 quarters since. 387 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

TrustWell Financial Advisors held 5,583 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $861K as of Q2 2026.
TrustWell Financial Advisors bought 994 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $166K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.73% of TrustWell Financial Advisors's portfolio in Q2 2026, its #21 holding.
TrustWell Financial Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2025 and has held it in 3 quarters since.
387 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.