Walkner Condon Financial Advisors’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
Q2
$247K Hold
1,960
0.05% 242
2025
Q1
$258K Hold
1,960
0.05% 227
2024
Q4
$259K Hold
1,960
0.05% 238
2024
Q3
$258K Hold
1,960
0.05% 229
2024
Q2
$285K Hold
1,960
0.06% 209
2024
Q1
$304K Hold
1,960
0.06% 213
2023
Q4
$268K Hold
1,960
0.06% 222
2023
Q3
$290K Hold
1,960
0.08% 197
2023
Q2
$253K Hold
1,960
0.07% 203
2023
Q1
$250K Hold
1,960
0.07% 201
2022
Q4
$266K Hold
1,960
0.08% 186
2022
Q3
$244K Hold
1,960
0.08% 183
2022
Q2
$234K Hold
1,960
0.07% 196
2022
Q1
$264K Buy
+1,960
New +$264K 0.08% 186