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

Valeo 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
2025 Q3	–	Sell	-12,243	Closed	-$12.3K	–	888
2025 Q2	$12.3K	Buy	+12,243	New	+$1.47M	﹤0.01%	776
2023 Q2	–	Sell	-20,077	Closed	-$20.5K	–	683
2023 Q1	$20.5K	Buy	+20,077	New	+$2.67M	﹤0.01%	600
2022 Q2	–	Sell	-27,314	Closed	-$47K	–	662
2022 Q1	$47K	Buy	+27,314	New	+$3.14M	﹤0.01%	600
2021 Q2	–	Sell	-609	Closed	-$50K	–	1861
2021 Q1	$50K	Buy	609 +549	+915%	+$41.9K	﹤0.01%	872
2020 Q4	$4K	Sell	60 -69	-53%	-$3.5K	﹤0.01%	1434
2020 Q3	$5K	Buy	129 +69	+115%	+$3.47K	﹤0.01%	1268
2020 Q2	$3K	Buy	60 +15	+33%	+$757	﹤0.01%	1700
2020 Q1	$2K	Sell	45 -1	-2%	-$66	﹤0.01%	1590
2019 Q4	$4K	Hold	46	–	–	﹤0.01%	1362
2019 Q3	$4K	Buy	46 +13	+39%	+$1.22K	﹤0.01%	1278
2019 Q2	$4K	Hold	33	–	–	﹤0.01%	1299
2019 Q1	$4K	Buy	+33	New	+$3.97K	﹤0.01%	1258
2018 Q4	–	Sell	-4	Closed	-$1K	–	1749
2018 Q3	$1K	Buy	+4	New	+$673	﹤0.01%	1698
2018 Q1	–	Sell	-250	Closed	-$37K	–	1611
2017 Q4	$37K	Buy	+250	New	+$34.8K	0.01%	536

Other funds holding XOP

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Valeo Financial Advisors's XOP Position: Q3 2025 in Review

Valeo Financial Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2025, closing a stake of 12,243 shares — an estimated $12.3K sold.

Valeo Financial Advisors first reported a position in XOP in Q4 2017 and held it in 14 quarters. The position peaked at $50K in Q1 2021. 334 funds tracked by Wall St. Rank hold XOP as of Q3 2025.

Valeo Financial Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2025 after selling out during the quarter.
Valeo Financial Advisors sold 12,243 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2025, an estimated $12.3K.
Valeo Financial Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2017 and held it in 14 quarters.
Valeo Financial Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $50K in Q1 2021.
334 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.