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

Vista Investment 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
2020 Q1	–	Sell	-2,455	Closed	-$233K	–	145
2019 Q4	$233K	Buy	+2,455	New	+$213K	0.18%	128
2019 Q2	–	Sell	-1,663	Closed	-$204K	–	142
2019 Q1	$204K	Buy	+1,663	New	+$200K	0.18%	131
2018 Q4	–	Sell	-1,773	Closed	-$307K	–	143
2018 Q3	$307K	Hold	1,773	–	–	0.27%	115
2018 Q2	$305K	Hold	1,773	–	–	0.3%	112
2018 Q1	$250K	Sell	1,773 -75	-4%	-$10.7K	0.26%	117
2017 Q4	$275K	Buy	+1,848	New	+$257K	0.29%	109

Other funds holding XOP

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Vista Investment Management's XOP Position: Q1 2020 in Review

Vista Investment Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2020, closing a stake of 2,455 shares — an estimated $233K sold.

Vista Investment Management first reported a position in XOP in Q4 2017 and held it in 6 quarters. The position peaked at $307K in Q3 2018. 159 funds tracked by Wall St. Rank hold XOP as of Q1 2020.

Vista Investment Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2020 after selling out during the quarter.
Vista Investment Management sold 2,455 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2020, an estimated $233K.
Vista Investment Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2017 and held it in 6 quarters.
Vista Investment Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $307K in Q3 2018.
159 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2020.

Based on Vista Investment Management's 13F filing for Q1 2020, filed 15 May 2020.