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
2020 Q4	–	Sell	-1,000	Closed	-$42K	–	1883
2020 Q3	$42K	Hold	1,000	–	–	﹤0.01%	715
2020 Q2	$52K	Sell	1,000 -3,000	-75%	-$151K	﹤0.01%	713
2020 Q1	$166K	Buy	4,000 +3,500	+700%	+$232K	0.02%	328
2019 Q4	$47K	Sell	500 -250	-33%	-$21.7K	﹤0.01%	677
2019 Q3	$67K	Buy	+750	New	+$70.6K	0.01%	525

Other funds holding XOP

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 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.